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MBA Advisors’s Microsoft MSFT Stock Holding History

MBA 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 		$2.65M Buy
7,099
+181
+3% +$73.2K 0.89% 22
2026
Q1 		$2.56M Buy
6,918
+543
+9% +$227K 0.98% 22
2025
Q4 		$3.08M Buy
6,375
+36
+0.6% +$18K 1.24% 21
2025
Q3 		$3.28M Sell
6,339
-151
-2% -$77K 1.4% 20
2025
Q2 		$3.23M Sell
6,490
-488
-7% -$212K 1.49% 19
2025
Q1 		$2.62M Buy
6,978
+5
+0.1% +$2.04K 1.3% 20
2024
Q4 		$2.94M Sell
6,973
-2,070
-23% -$882K 1.47% 19
2024
Q3 		$3.89M Sell
9,043
-114
-1% -$48.7K 1.87% 17
2024
Q2 		$4.09M Sell
9,157
-338
-4% -$143K 2.09% 15
2024
Q1 		$3.99M Sell
9,495
-108
-1% -$43.7K 2.07% 15
2023
Q4 		$3.61M Buy
9,603
+246
+3% +$87.6K 2.01% 15
2023
Q3 		$2.95M Sell
9,357
-10
-0.1% -$3.3K 1.81% 18
2023
Q2 		$3.19M Sell
9,367
-595
-6% -$186K 1.91% 16
2023
Q1 		$2.87M Sell
9,962
-120
-1% -$30.6K 1.79% 17
2022
Q4 		$2.42M Buy
10,082
+8
+0.1% +$1.92K 1.58% 20
2022
Q3 		$2.35M Buy
10,074
+1
+0% +$264 1.7% 18
2022
Q2 		$2.59M Sell
10,073
-63
-0.6% -$17.1K 1.78% 16
2022
Q1 		$3.13M Buy
10,136
+51
+0.5% +$15.3K 1.94% 15
2021
Q4 		$3.39M Buy
10,085
+3,254
+48% +$1.05M 2.1% 12
2021
Q3 		$1.93M Sell
6,831
-178
-3% -$51.8K 1.42% 18
2021
Q2 		$1.9K Sell
7,009
-32
-0.5% -$8.13K 0.88% 20
2021
Q1 		$1.66K Buy
+7,041
New +$1.63M 0.91% 22

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

MBA Advisors's MSFT Position: Q2 2026 in Review

MBA Advisors increased its Microsoft (MSFT) stake by 2.6% in Q2 2026, buying an estimated $73.2K and bringing the position to 7,099 shares worth $2.65M. The position accounts for 0.89% of the portfolio, ranked #22.

MBA Advisors first reported a position in MSFT in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.09M in Q2 2024. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • MBA Advisors held 7,099 shares of Microsoft worth $2.65M as of Q2 2026.
  • MBA Advisors bought 181 Microsoft shares in Q2 2026, an estimated $73.2K.
  • Microsoft made up 0.89% of MBA Advisors's portfolio in Q2 2026, its #22 holding.
  • MBA Advisors first reported a position in Microsoft in Q1 2021 and has held it in 22 quarters since.
  • MBA Advisors's Microsoft position peaked at $4.09M in Q2 2024.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.