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Motive Wealth Advisors’s Microsoft MSFT Stock Holding History

Motive 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 		$2.92M Sell
7,840
-156
-2% -$63.1K 1.2% 21
2026
Q1 		$2.96M Sell
7,996
-125
-2% -$52.3K 1.39% 21
2025
Q4 		$3.93M Sell
8,121
-48
-0.6% -$24.1K 1.67% 18
2025
Q3 		$4.23M Sell
8,169
-14
-0.2% -$7.14K 1.82% 17
2025
Q2 		$4.07M Buy
8,183
+1,047
+15% +$455K 1.85% 17
2025
Q1 		$2.68M Sell
7,136
-292
-4% -$119K 1.43% 20
2024
Q4 		$3.13M Buy
7,428
+771
+12% +$328K 1.68% 18
2024
Q3 		$2.98M Hold
6,657
– – 1.79% 16
2024
Q2 		$2.98M Sell
6,657
-24
-0.4% -$10.1K 1.79% 16
2024
Q1 		$2.81M Buy
6,681
+2,729
+69% +$1.1M 1.7% 17
2023
Q4 		$1.49M Sell
3,952
-1,094
-22% -$389K 1.71% 18
2023
Q3 		$1.59M Sell
5,046
-326
-6% -$108K 1.75% 18
2023
Q2 		$1.83M Buy
5,372
+137
+3% +$42.9K 1.89% 18
2023
Q1 		$1.51M Sell
5,235
-659
-11% -$168K 1.65% 19
2022
Q4 		$1.41M Buy
5,894
+138
+2% +$33.1K 1.08% 19
2022
Q3 		$1.34M Buy
5,756
+2,814
+96% +$743K 1.09% 20
2022
Q2 		$756K Buy
2,942
+287
+11% +$77.9K 0.6% 36
2022
Q1 		$819K Buy
2,655
+842
+46% +$253K 0.56% 38
2021
Q4 		$610K Buy
1,813
+174
+11% +$56.4K 0.37% 52
2021
Q3 		$462K Buy
1,639
+586
+56% +$170K 0.31% 56
2021
Q2 		$285K Buy
+1,053
New +$268K 0.2% 68

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
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Motive Wealth Advisors reduced its Microsoft (MSFT) stake by 2% in Q2 2026, selling an estimated $63.1K and leaving 7,840 shares worth $2.92M. The position accounts for 1.2% of the portfolio, ranked #21.

Motive Wealth Advisors first reported a position in MSFT in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.23M in Q3 2025. 1,485 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Motive Wealth Advisors held 7,840 shares of Microsoft worth $2.92M as of Q2 2026.
  • Motive Wealth Advisors sold 156 Microsoft shares in Q2 2026, an estimated $63.1K.
  • Microsoft made up 1.2% of Motive Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Motive Wealth Advisors first reported a position in Microsoft in Q2 2021 and has held it in 21 quarters since.
  • Motive Wealth Advisors's Microsoft position peaked at $4.23M in Q3 2025.
  • 1,485 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.