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Milestones Private Investment Advisors’s Microsoft MSFT Stock Holding History

Milestones Private Investment 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 		$1.13M Hold
3,034
– – 0.9% 28
2026
Q1 		$1.12M Sell
3,034
-3,050
-50% -$1.28M 0.99% 33
2025
Q4 		$2.94M Buy
6,084
+62
+1% +$31.1K 2.02% 15
2025
Q3 		$3.12M Sell
6,022
-22
-0.4% -$11.2K 2.13% 13
2025
Q2 		$3.01M Buy
+6,044
New +$2.62M 2.23% 11

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Milestones Private Investment Advisors's MSFT Position: Q2 2026 in Review

Milestones Private Investment Advisors held its Microsoft (MSFT) position steady in Q2 2026 at 3,034 shares worth $1.13M. The position accounts for 0.9% of the portfolio, ranked #28.

Milestones Private Investment Advisors first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.12M in Q3 2025. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Milestones Private Investment Advisors held 3,034 shares of Microsoft worth $1.13M as of Q2 2026.
  • Milestones Private Investment Advisors left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.9% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Milestones Private Investment Advisors first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • Milestones Private Investment Advisors's Microsoft position peaked at $3.12M in Q3 2025.
  • 2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.