MFA Wealth Advisors’s Microsoft MSFT Stock Holding History
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
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. 6,237 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.
- 6,237 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.