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MRA Advisory Group’s Microsoft MSFT Stock Holding History

MRA Advisory Group’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 		$3.02M Sell
8,101
-4,697
-37% -$1.9M 1.1% 23
2026
Q1 		$4.74M Buy
12,798
+448
+4% +$187K 1.93% 19
2025
Q4 		$5.97M Buy
12,350
+634
+5% +$318K 2.51% 13
2025
Q3 		$6.07M Buy
11,716
+211
+2% +$108K 2.65% 11
2025
Q2 		$5.72M Sell
11,505
-1,961
-15% -$852K 2.68% 11
2025
Q1 		$5.05M Sell
13,466
-2,053
-13% -$837K 2.7% 10
2024
Q4 		$6.54M Sell
15,519
-773
-5% -$329K 3.47% 9
2024
Q3 		$7.01M Sell
16,292
-890
-5% -$380K 3.83% 9
2024
Q2 		$7.68M Buy
17,182
+113
+0.7% +$47.7K 4.39% 9
2024
Q1 		$7.18M Buy
17,069
+394
+2% +$160K 4.29% 7
2023
Q4 		$6.27M Buy
16,675
+5,931
+55% +$2.11M 4.13% 8
2023
Q3 		$3.39M Buy
10,744
+2,238
+26% +$740K 2.42% 15
2023
Q2 		$2.9M Sell
8,506
-304
-3% -$95.3K 1.99% 21
2023
Q1 		$2.54M Sell
8,810
-953
-10% -$243K 1.83% 22
2022
Q4 		$2.34M Buy
9,763
+1,050
+12% +$252K 1.84% 21
2022
Q3 		$2M Buy
8,713
+192
+2% +$50.7K 1.7% 19
2022
Q2 		$2.19M Sell
8,521
-121
-1% -$32.8K 1.91% 21
2022
Q1 		$2.66M Sell
8,642
-217
-2% -$65.3K 2.02% 18
2021
Q4 		$2.98M Buy
8,859
+121
+1% +$39.2K 2.3% 17
2021
Q3 		$2.46M Buy
8,738
+38
+0.4% +$11.1K 2.09% 22
2021
Q2 		$2.36M Sell
8,700
-183
-2% -$46.5K 2.02% 21
2021
Q1 		$2.09M Buy
8,883
+46
+0.5% +$10.7K 1.97% 20
2020
Q4 		$1.97M Buy
+8,837
New +$1.9M 1.93% 21

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

MRA Advisory Group's MSFT Position: Q2 2026 in Review

MRA Advisory Group reduced its Microsoft (MSFT) stake by 37% in Q2 2026, selling an estimated $1.9M and leaving 8,101 shares worth $3.02M. The position accounts for 1.1% of the portfolio, ranked #23.

MRA Advisory Group first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.68M in Q2 2024. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • MRA Advisory Group held 8,101 shares of Microsoft worth $3.02M as of Q2 2026.
  • MRA Advisory Group sold 4,697 Microsoft shares in Q2 2026, an estimated $1.9M.
  • Microsoft made up 1.1% of MRA Advisory Group's portfolio in Q2 2026, its #23 holding.
  • MRA Advisory Group first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • MRA Advisory Group's Microsoft position peaked at $7.68M in Q2 2024.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.