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Legal Advantage Investments’s Microsoft MSFT Stock Holding History

Legal Advantage Investments’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 		$6.42M Buy
17,207
+917
+6% +$371K 2.25% 9
2026
Q1 		$6.03M Buy
16,290
+1,200
+8% +$502K 3.12% 8
2025
Q4 		$7.3M Buy
15,090
+165
+1% +$82.7K 3.38% 7
2025
Q3 		$7.73M Sell
14,925
-225
-1% -$115K 3.48% 5
2025
Q2 		$7.54M Sell
15,150
-75
-0.5% -$32.6K 3.52% 6
2025
Q1 		$5.72M Buy
15,225
+570
+4% +$232K 3.09% 7
2024
Q4 		$6.18M Sell
14,655
-610
-4% -$260K 3.27% 6
2024
Q3 		$6.57M Sell
15,265
-101
-0.7% -$43.2K 3.61% 4
2024
Q2 		$6.87M Hold
15,366
– – 3.96% 4
2024
Q1 		$6.46M Sell
15,366
-804
-5% -$325K 3.62% 5
2023
Q4 		$6.08M Sell
16,170
-250
-2% -$89K 3.66% 5
2023
Q3 		$5.18M Buy
16,420
+119
+0.7% +$39.3K 3.7% 5
2023
Q2 		$5.55M Hold
16,301
– – 3.7% 5
2023
Q1 		$4.7M Hold
16,301
– – 3.45% 5
2022
Q4 		$3.91M Sell
16,301
-23
-0.1% -$5.52K 3.21% 6
2022
Q3 		$3.8M Buy
16,324
+5,350
+49% +$1.41M 3.56% 6
2022
Q2 		$2.82M Buy
10,974
+3,325
+43% +$902K 2.75% 12
2022
Q1 		$2.36M Buy
7,649
+3,199
+72% +$962K 1.77% 20
2021
Q4 		$1.5M Sell
4,450
-50
-1% -$16.2K 1.02% 33
2021
Q3 		$1.27M Buy
4,500
+250
+6% +$72.7K 0.85% 40
2021
Q2 		$1.15M Hold
4,250
– – 0.79% 37
2021
Q1 		$1M Hold
4,250
– – 0.75% 40
2020
Q4 		$945K Buy
+4,250
New +$914K 0.74% 41

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Legal Advantage Investments's MSFT Position: Q2 2026 in Review

Legal Advantage Investments increased its Microsoft (MSFT) stake by 5.6% in Q2 2026, buying an estimated $371K and bringing the position to 17,207 shares worth $6.42M. The position accounts for 2.25% of the portfolio, ranked #9.

Legal Advantage Investments first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.73M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Legal Advantage Investments held 17,207 shares of Microsoft worth $6.42M as of Q2 2026.
  • Legal Advantage Investments bought 917 Microsoft shares in Q2 2026, an estimated $371K.
  • Microsoft made up 2.25% of Legal Advantage Investments's portfolio in Q2 2026, its #9 holding.
  • Legal Advantage Investments first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Legal Advantage Investments's Microsoft position peaked at $7.73M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.