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MFA Wealth Services’s Microsoft MSFT Stock Holding History

MFA Wealth Services’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 		$2.04M Buy
5,465
+126
+2% +$51K 1.22% 20
2026
Q1 		$1.98M Buy
5,339
+182
+4% +$76.2K 1.31% 17
2025
Q4 		$2.49M Buy
5,157
+69
+1% +$34.6K 1.69% 12
2025
Q3 		$2.64M Buy
5,088
+69
+1% +$35.2K 1.82% 12
2025
Q2 		$2.5M Buy
5,019
+119
+2% +$51.7K 1.88% 12
2025
Q1 		$1.84M Sell
4,900
-252
-5% -$103K 1.51% 17
2024
Q4 		$2.17M Buy
+5,152
New +$2.19M 1.74% 12

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MFA Wealth Services increased its Microsoft (MSFT) stake by 2.4% in Q2 2026, buying an estimated $51K and bringing the position to 5,465 shares worth $2.04M. The position accounts for 1.22% of the portfolio, ranked #20.

MFA Wealth Services first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.64M in Q3 2025. 1,685 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • MFA Wealth Services held 5,465 shares of Microsoft worth $2.04M as of Q2 2026.
  • MFA Wealth Services bought 126 Microsoft shares in Q2 2026, an estimated $51K.
  • Microsoft made up 1.22% of MFA Wealth Services's portfolio in Q2 2026, its #20 holding.
  • MFA Wealth Services first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • MFA Wealth Services's Microsoft position peaked at $2.64M in Q3 2025.
  • 1,685 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.