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LifeGoal Wealth Advisors’s Microsoft MSFT Stock Holding History

LifeGoal Wealth Advisors’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 		$1.7M Buy
4,568
+858
+23% +$347K 0.78% 23
2026
Q1 		$1.37M Buy
3,710
+1,525
+70% +$638K 0.78% 25
2025
Q4 		$1.06M Buy
2,185
+436
+25% +$218K 0.7% 30
2025
Q3 		$906K Buy
1,749
+47
+3% +$24K 0.75% 31
2025
Q2 		$847K Buy
1,702
+333
+24% +$145K 0.8% 29
2025
Q1 		$514K Buy
1,369
+12
+0.9% +$4.89K 0.56% 39
2024
Q4 		$572K Buy
+1,357
New +$578K 0.62% 34

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
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
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LifeGoal Wealth Advisors's MSFT Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its Microsoft (MSFT) stake by 23% in Q2 2026, buying an estimated $347K and bringing the position to 4,568 shares worth $1.7M. The position accounts for 0.78% of the portfolio, ranked #23.

LifeGoal Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 2,562 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • LifeGoal Wealth Advisors held 4,568 shares of Microsoft worth $1.7M as of Q2 2026.
  • LifeGoal Wealth Advisors bought 858 Microsoft shares in Q2 2026, an estimated $347K.
  • Microsoft made up 0.78% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • LifeGoal Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 2,562 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.