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Investment Research & Advisory Group’s Microsoft MSFT Stock Holding History

Investment Research & Advisory Group’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.95M Buy
21,313
+105
+0.5% +$42.5K 2.45% 8
2026
Q1 		$7.85M Buy
21,208
+5
+0% +$2.09K 2.74% 6
2025
Q4 		$10.3M Buy
21,203
+58
+0.3% +$29.1K 3.42% 5
2025
Q3 		$11M Buy
21,145
+200
+1% +$102K 3.74% 4
2025
Q2 		$10.4M Sell
20,945
-3,459
-14% -$1.5M 3.88% 4
2025
Q1 		$9.16M Buy
24,404
+119
+0.5% +$48.5K 3.83% 3
2024
Q4 		$10.2M Sell
24,285
-686
-3% -$292K 4.25% 3
2024
Q3 		$10.7M Buy
24,971
+4
+0% +$1.71K 4.54% 3
2024
Q2 		$11.2M Sell
24,967
-14
-0.1% -$5.91K 4.95% 3
2024
Q1 		$10.5M Sell
24,981
-1,198
-5% -$485K 4.84% 3
2023
Q4 		$9.84M Sell
26,179
-321
-1% -$114K 5.02% 3
2023
Q3 		$8.37M Sell
26,500
-424
-2% -$140K 4.75% 3
2023
Q2 		$9.17M Buy
26,924
+436
+2% +$137K 5.31% 3
2023
Q1 		$7.64M Sell
26,488
-143
-0.5% -$36.5K 4.9% 3
2022
Q4 		$6.39M Sell
26,631
-143
-0.5% -$34.3K 4.19% 3
2022
Q3 		$6.24M Buy
26,774
+196
+0.7% +$51.8K 4.67% 3
2022
Q2 		$6.83M Buy
26,578
+817
+3% +$222K 4.94% 3
2022
Q1 		$7.96M Buy
25,761
+171
+0.7% +$51.4K 4.99% 3
2021
Q4 		$8.61M Sell
25,590
-689
-3% -$223K 5.22% 3
2021
Q3 		$7.45M Buy
26,279
+183
+0.7% +$53.2K 4.89% 3
2021
Q2 		$7.07M Buy
26,096
+33
+0.1% +$8.39K 4.66% 3
2021
Q1 		$6.14M Sell
26,063
-530
-2% -$123K 4.51% 3
2020
Q4 		$5.92M Buy
26,593
+327
+1% +$70.3K 4.39% 4
2020
Q3 		$5.53M Sell
26,266
-945
-3% -$198K 4.59% 4
2020
Q2 		$5.49M Buy
27,211
+666
+3% +$121K 4.93% 3
2020
Q1 		$4.19M Sell
26,545
-296
-1% -$48.7K 3.88% 7
2019
Q4 		$4.23M Buy
+26,841
New +$3.94M 3.91% 3

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Investment Research & Advisory Group's MSFT Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Microsoft (MSFT) stake by 0.5% in Q2 2026, buying an estimated $42.5K and bringing the position to 21,313 shares worth $7.95M. The position accounts for 2.45% of the portfolio, ranked #8.

Investment Research & Advisory Group first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.2M in Q2 2024. 2,624 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Investment Research & Advisory Group held 21,313 shares of Microsoft worth $7.95M as of Q2 2026.
  • Investment Research & Advisory Group bought 105 Microsoft shares in Q2 2026, an estimated $42.5K.
  • Microsoft made up 2.45% of Investment Research & Advisory Group's portfolio in Q2 2026, its #8 holding.
  • Investment Research & Advisory Group first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Investment Research & Advisory Group's Microsoft position peaked at $11.2M in Q2 2024.
  • 2,624 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.