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MN Wealth Advisors’s Microsoft MSFT Stock Holding History

MN 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 		$3.29M Buy
8,814
+498
+6% +$201K 1.4% 17
2026
Q1 		$3.08M Buy
8,316
+2,761
+50% +$1.16M 1.5% 17
2025
Q4 		$2.69M Buy
5,555
+98
+2% +$49.1K 1.36% 16
2025
Q3 		$2.83M Buy
5,457
+81
+2% +$41.3K 1.51% 16
2025
Q2 		$2.67M Buy
5,376
+658
+14% +$286K 1.56% 15
2025
Q1 		$1.77M Buy
4,718
+48
+1% +$19.6K 1.04% 23
2024
Q4 		$1.97M Buy
4,670
+254
+6% +$108K 1.11% 22
2024
Q3 		$1.9M Sell
4,416
-38
-0.9% -$16.2K 1.08% 20
2024
Q2 		$1.99M Buy
4,454
+236
+6% +$99.7K 1.15% 20
2024
Q1 		$1.77M Sell
4,218
-13
-0.3% -$5.26K 1.1% 22
2023
Q4 		$1.59M Buy
+4,231
New +$1.51M 1.1% 19

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
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

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

MN Wealth Advisors increased its Microsoft (MSFT) stake by 6% in Q2 2026, buying an estimated $201K and bringing the position to 8,814 shares worth $3.29M. The position accounts for 1.4% of the portfolio, ranked #17.

MN Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • MN Wealth Advisors held 8,814 shares of Microsoft worth $3.29M as of Q2 2026.
  • MN Wealth Advisors bought 498 Microsoft shares in Q2 2026, an estimated $201K.
  • Microsoft made up 1.4% of MN Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • MN Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.