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McClarren Financial Advisors’s Microsoft MSFT Stock Holding History

McClarren 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 		$1.21M Buy
3,254
+1
+0% +$405 0.63% 30
2026
Q1 		$1.2M Sell
3,253
-230
-7% -$96.2K 0.71% 24
2025
Q4 		$1.57M Sell
3,483
-1,345
-28% -$674K 0.94% 20
2025
Q3 		$1.73M Buy
4,828
+1,495
+45% +$763K 1.06% 19
2025
Q2 		$1.66M Sell
3,333
-1,668
-33% -$724K 1.08% 19
2025
Q1 		$1.27M Buy
+5,001
New +$2.04M 0.84% 20
2024
Q4 		– Sell
-4,035
Closed -$92 – 275
2024
Q3 		$92 Buy
4,035
+460
+13% +$197K 0.01% 100
2024
Q2 		$1.43M Buy
3,575
+385
+12% +$163K 1% 20
2024
Q1 		$1.34M Buy
3,190
+5
+0.2% +$2.02K 0.96% 20
2023
Q4 		$1.2M Buy
3,185
+5
+0.2% +$1.78K 0.91% 21
2023
Q3 		$1M Hold
3,180
– – 0.88% 20
2023
Q2 		$1.08M Buy
3,180
+7
+0.2% +$2.19K 0.9% 20
2023
Q1 		$911K Buy
3,173
+2
+0.1% +$510 0.83% 21
2022
Q4 		$760K Buy
3,171
+7
+0.2% +$1.68K 0.72% 23
2022
Q3 		$737K Buy
3,164
+1,673
+112% +$442K 0.73% 23
2022
Q2 		$383K Sell
1,491
-982
-40% -$267K 1.23% 21
2022
Q1 		$761K Buy
2,473
+1
+0% +$301 0.55% 29
2021
Q4 		$831K Buy
2,472
+334
+16% +$108K 0.57% 28
2021
Q3 		$603K Buy
2,138
+141
+7% +$41K 0.47% 30
2021
Q2 		$540K Sell
1,997
-30
-1% -$7.63K 0.44% 31
2021
Q1 		$478K Sell
2,027
-410
-17% -$95.1K 0.43% 32
2020
Q4 		$569K Buy
+2,437
New +$524K 0.55% 26

Other funds holding MSFT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

McClarren Financial Advisors increased its Microsoft (MSFT) stake by 0.03% in Q2 2026, buying an estimated $405 and bringing the position to 3,254 shares worth $1.21M. The position accounts for 0.63% of the portfolio, ranked #30.

McClarren Financial Advisors first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.73M in Q3 2025. 3,399 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • McClarren Financial Advisors held 3,254 shares of Microsoft worth $1.21M as of Q2 2026.
  • McClarren Financial Advisors bought 1 Microsoft share in Q2 2026, an estimated $405.
  • Microsoft made up 0.63% of McClarren Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • McClarren Financial Advisors first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • McClarren Financial Advisors's Microsoft position peaked at $1.73M in Q3 2025.
  • 3,399 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.