MFA Wealth Advisors’s Microsoft MSFT Stock Holding History

MFA 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	$5.71M	Buy	15,300 +2,019	+15%	+$817K	0.97%	29
2026 Q1	$4.92M	Buy	13,281 +1,422	+12%	+$595K	0.97%	27
2025 Q4	$5.74M	Buy	11,859 +400	+3%	+$200K	1.21%	23
2025 Q3	$5.94M	Buy	11,459 +443	+4%	+$226K	1.3%	23
2025 Q2	$5.48M	Buy	11,016 +8,131	+282%	+$3.53M	1.29%	23
2025 Q1	$1.08M	Buy	2,885 +285	+11%	+$116K	0.27%	42
2024 Q4	$1.1M	Sell	2,600 -74	-3%	-$31.5K	0.28%	43
2024 Q3	$1.15M	Buy	2,674 +44	+2%	+$18.8K	0.25%	46
2024 Q2	$1.18M	Buy	2,630 +2	+0.1%	+$845	0.26%	50
2024 Q1	$1.11M	Sell	2,628 -6	-0.2%	-$2.43K	0.29%	47
2023 Q4	$990K	Buy	2,634 +774	+42%	+$275K	0.28%	45
2023 Q3	$587K	Sell	1,860 -8	-0.4%	-$2.64K	0.18%	55
2023 Q2	$636K	Sell	1,868 -172	-8%	-$53.9K	0.2%	48
2023 Q1	$588K	Buy	2,040 +3	+0.1%	+$765	0.19%	49
2022 Q4	$489K	Buy	2,037 +3	+0.1%	+$720	0.18%	44
2022 Q3	$474K	Buy	2,034 +61	+3%	+$16.1K	0.18%	43
2022 Q2	$507K	Sell	1,973 -26,135	-93%	-$7.09M	0.19%	46
2022 Q1	$8.67M	Sell	28,108 -1,279	-4%	-$385K	2.77%	15
2021 Q4	$9.88M	Buy	29,387 +274	+0.9%	+$88.8K	4.18%	9
2021 Q3	$8.21M	Sell	29,113 -319	-1%	-$92.8K	3.77%	11
2021 Q2	$7.97M	Sell	29,432 -1,446	-5%	-$368K	3.6%	9
2021 Q1	$7.27M	Buy	30,878 +3,862	+14%	+$896K	3.52%	10
2020 Q4	$6.01M	Buy	27,016 +337	+1%	+$72.5K	5.35%	7
2020 Q3	$5.61M	Sell	26,679 -1,252	-4%	-$263K	5.96%	5
2020 Q2	$5.68M	Sell	27,931 -6,661	-19%	-$1.21M	3.67%	9
2020 Q1	$5.45M	Buy	34,592 +25,624	+286%	+$4.21M	5.29%	5
2019 Q4	$1.41M	Sell	8,968 -35	-0.4%	-$5.14K	1.03%	17
2019 Q3	$1.25M	Sell	9,003 -69	-0.8%	-$9.49K	1.02%	17
2019 Q2	$1.22M	Sell	9,072 -188	-2%	-$23.9K	0.91%	19
2019 Q1	$1.09M	Buy	9,260 +351	+4%	+$38.3K	0.72%	29
2018 Q4	$913K	Buy	8,909 +252	+3%	+$27K	0.91%	21
2018 Q3	$930K	Buy	+8,657	New	+$938K	0.69%	30

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

MFA Wealth Advisors increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $817K and bringing the position to 15,300 shares worth $5.71M. The position accounts for 0.97% of the portfolio, ranked #29.

MFA Wealth Advisors first reported a position in MSFT in Q3 2018 and has held it in 32 quarters since. The position peaked at $9.88M in Q4 2021. 2,906 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

MFA Wealth Advisors held 15,300 shares of Microsoft worth $5.71M as of Q2 2026.
MFA Wealth Advisors bought 2,019 Microsoft shares in Q2 2026, an estimated $817K.
Microsoft made up 0.97% of MFA Wealth Advisors's portfolio in Q2 2026, its #29 holding.
MFA Wealth Advisors first reported a position in Microsoft in Q3 2018 and has held it in 32 quarters since.
MFA Wealth Advisors's Microsoft position peaked at $9.88M in Q4 2021.
2,906 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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