Market Street Wealth Management Advisors’s Microsoft MSFT Stock Holding History

Market Street Wealth Management 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	$2.2M	Buy	5,893 +17	+0.3%	+$6.88K	0.31%	38
2026 Q1	$2.18M	Buy	5,876 +27	+0.5%	+$11.3K	0.34%	35
2025 Q4	$2.83M	Buy	5,849 +170	+3%	+$85.2K	0.44%	33
2025 Q3	$2.94M	Buy	5,679 +153	+3%	+$78K	0.47%	32
2025 Q2	$2.75M	Buy	5,526 +1,324	+32%	+$575K	0.45%	32
2025 Q1	$1.58M	Buy	4,202 +38	+0.9%	+$15.5K	0.27%	43
2024 Q4	$1.76M	Buy	4,164 +539	+15%	+$230K	0.29%	41
2024 Q3	$1.56M	Buy	3,625 +282	+8%	+$121K	0.26%	44
2024 Q2	$1.49M	Buy	3,343 +98	+3%	+$41.4K	0.26%	45
2024 Q1	$1.37M	Sell	3,245 -27	-0.8%	-$10.9K	0.24%	46
2023 Q4	$1.23M	Buy	3,272 +525	+19%	+$187K	0.26%	50
2023 Q3	$867K	Buy	2,747 +1,164	+74%	+$385K	0.22%	54
2023 Q2	$539K	Buy	1,583 +55	+4%	+$17.2K	0.14%	67
2023 Q1	$441K	Buy	1,528 +127	+9%	+$32.4K	0.12%	76
2022 Q4	$336K	Buy	1,401 +208	+17%	+$49.9K	0.1%	79
2022 Q3	$278K	Sell	1,193 -4	-0.3%	-$1.06K	0.09%	81
2022 Q2	$307K	Sell	1,197 -371	-24%	-$101K	0.09%	75
2022 Q1	$483K	Buy	1,568 +325	+26%	+$97.8K	0.17%	58
2021 Q4	$418K	Sell	1,243 -99	-7%	-$32.1K	0.14%	61
2021 Q3	$378K	Buy	1,342 +194	+17%	+$56.4K	0.15%	57
2021 Q2	$311K	Sell	1,148 -457	-28%	-$116K	0.14%	58
2021 Q1	$378K	Hold	1,605	–	–	0.22%	46
2020 Q4	$357K	Buy	1,605 +15	+0.9%	+$3.23K	0.28%	37
2020 Q3	$334K	Sell	1,590 -40	-2%	-$8.4K	0.3%	38
2020 Q2	$332K	Hold	1,630	–	–	0.3%	40
2020 Q1	$257K	Buy	+1,630	New	+$268K	0.28%	39

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Market Street Wealth Management Advisors's MSFT Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its Microsoft (MSFT) stake by 0.29% in Q2 2026, buying an estimated $6.88K and bringing the position to 5,893 shares worth $2.2M. The position accounts for 0.31% of the portfolio, ranked #38.

Market Street Wealth Management Advisors first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.94M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Market Street Wealth Management Advisors held 5,893 shares of Microsoft worth $2.2M as of Q2 2026.
Market Street Wealth Management Advisors bought 17 Microsoft shares in Q2 2026, an estimated $6.88K.
Microsoft made up 0.31% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #38 holding.
Market Street Wealth Management Advisors first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
Market Street Wealth Management Advisors's Microsoft position peaked at $2.94M in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.