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Mayflower Financial Advisors’s Microsoft MSFT Stock Holding History

Mayflower Financial 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 		$16.7M Buy
44,901
+749
+2% +$303K 1.45% 12
2026
Q1 		$16.3M Buy
44,152
+148
+0.3% +$61.9K 1.98% 4
2025
Q4 		$21.3M Sell
44,004
-551
-1% -$276K 2.57% 4
2025
Q3 		$23.1M Buy
44,555
+2,212
+5% +$1.13M 2.9% 3
2025
Q2 		$21.1M Sell
42,343
-150
-0.4% -$65.1K 2.93% 3
2025
Q1 		$16M Sell
42,493
-300
-0.7% -$122K 2.42% 4
2024
Q4 		$18M Sell
42,793
-257
-0.6% -$109K 2.69% 4
2024
Q3 		$18.5M Sell
43,050
-212
-0.5% -$90.6K 2.79% 5
2024
Q2 		$19.3M Sell
43,262
-644
-1% -$272K 3.17% 2
2024
Q1 		$18.5M Buy
43,906
+63
+0.1% +$25.5K 3.09% 3
2023
Q4 		$16.5M Sell
43,843
-122
-0.3% -$43.4K 2.28% 8
2023
Q3 		$13.9M Sell
43,965
-227
-0.5% -$75K 2.08% 9
2023
Q2 		$15M Sell
44,192
-216
-0.5% -$67.7K 1.95% 9
2023
Q1 		$12.8M Buy
44,408
+1,382
+3% +$353K 1.68% 14
2022
Q4 		$10.3M Buy
43,026
+2,252
+6% +$540K 1.43% 17
2022
Q3 		$9.5M Buy
40,774
+408
+1% +$108K 1.53% 15
2022
Q2 		$10.4M Buy
40,366
+194
+0.5% +$52.7K 1.59% 12
2022
Q1 		$12.4M Buy
40,172
+307
+0.8% +$92.4K 1.67% 14
2021
Q4 		$13.4M Buy
39,865
+108
+0.3% +$35K 1.78% 12
2021
Q3 		$12.3M Buy
39,757
+156
+0.4% +$45.4K 1.65% 13
2021
Q2 		$10.7M Sell
39,601
-258
-0.6% -$65.6K 1.48% 17
2021
Q1 		$9.4M Buy
39,859
+2,052
+5% +$476K 1.39% 20
2020
Q4 		$8.41M Buy
+37,807
New +$8.13M 1.45% 20

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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mayflower Financial Advisors's MSFT Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Microsoft (MSFT) stake by 1.7% in Q2 2026, buying an estimated $303K and bringing the position to 44,901 shares worth $16.7M. The position accounts for 1.45% of the portfolio, ranked #12.

Mayflower Financial Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $23.1M in Q3 2025. 2,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Mayflower Financial Advisors held 44,901 shares of Microsoft worth $16.7M as of Q2 2026.
  • Mayflower Financial Advisors bought 749 Microsoft shares in Q2 2026, an estimated $303K.
  • Microsoft made up 1.45% of Mayflower Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • Mayflower Financial Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's Microsoft position peaked at $23.1M in Q3 2025.
  • 2,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.