KPP Advisory Services’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.5M Sell
33,642
-647
-2% -$262K 1.59% 11
2026
Q1
$12.7M Sell
34,289
-380
-1% -$159K 1.84% 9
2025
Q4
$16.8M Buy
34,669
+77
+0.2% +$38.6K 2.44% 7
2025
Q3
$17.9M Buy
34,592
+1,311
+4% +$669K 2.65% 6
2025
Q2
$16.6M Buy
33,281
+820
+3% +$356K 2.73% 5
2025
Q1
$12.2M Buy
32,461
+4,948
+18% +$2.02M 2.31% 7
2024
Q4
$11.6M Buy
27,513
+402
+1% +$171K 2.73% 6
2024
Q3
$11.7M Sell
27,111
-220
-0.8% -$94K 2.8% 6
2024
Q2
$12.2M Buy
27,331
+155
+0.6% +$65.5K 3.25% 5
2024
Q1
$11.4M Buy
27,176
+813
+3% +$329K 3.14% 5
2023
Q4
$9.91M Sell
26,363
-1,294
-5% -$461K 8.71% 2
2023
Q3
$8.73M Buy
+27,657
New +$9.14M 2.88% 8

Other funds holding MSFT

KPP Advisory Services's MSFT Position: Q2 2026 in Review

KPP Advisory Services reduced its Microsoft (MSFT) stake by 1.9% in Q2 2026, selling an estimated $262K and leaving 33,642 shares worth $12.5M. The position accounts for 1.59% of the portfolio, ranked #11.

KPP Advisory Services first reported a position in MSFT in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.9M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • KPP Advisory Services held 33,642 shares of Microsoft worth $12.5M as of Q2 2026.
  • KPP Advisory Services sold 647 Microsoft shares in Q2 2026, an estimated $262K.
  • Microsoft made up 1.59% of KPP Advisory Services's portfolio in Q2 2026, its #11 holding.
  • KPP Advisory Services first reported a position in Microsoft in Q3 2023 and has held it in 12 quarters since.
  • KPP Advisory Services's Microsoft position peaked at $17.9M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.