N.E.W. Advisory Services’s Microsoft MSFT Stock Holding History

N.E.W. Advisory 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	$3.5M	Buy	9,373 +948	+11%	+$384K	0.23%	60
2026 Q1	$3.12M	Buy	8,425 +823	+11%	+$344K	0.23%	59
2025 Q4	$3.68M	Buy	7,602 +1,238	+19%	+$620K	0.27%	56
2025 Q3	$3.3M	Sell	6,364 -243	-4%	-$124K	0.29%	40
2025 Q2	$3.29M	Sell	6,607 -2,438	-27%	-$1.06M	0.32%	39
2025 Q1	$3.4M	Buy	9,045 +1,927	+27%	+$786K	0.26%	53
2024 Q4	$3M	Sell	7,118 -426	-6%	-$181K	0.28%	54
2024 Q3	$3.25M	Sell	7,544 -113	-1%	-$48.3K	0.32%	45
2024 Q2	$3.42M	Sell	7,657 -18	-0.2%	-$7.6K	0.37%	43
2024 Q1	$3.23M	Buy	7,675 +144	+2%	+$58.3K	0.36%	44
2023 Q4	$2.83M	Buy	7,531 +236	+3%	+$84K	0.34%	46
2023 Q3	$2.3M	Buy	7,295 +921	+14%	+$304K	0.33%	47
2023 Q2	$2.17M	Buy	6,374 +25	+0.4%	+$7.84K	0.3%	38
2023 Q1	$1.83M	Sell	6,349 -176	-3%	-$44.9K	0.27%	41
2022 Q4	$1.56M	Buy	6,525 +1,096	+20%	+$263K	0.24%	42
2022 Q3	$1.26M	Sell	5,429 -1,446	-21%	-$382K	0.23%	47
2022 Q2	$1.77M	Sell	6,875 -151	-2%	-$41K	0.31%	37
2022 Q1	$1.66M	Sell	7,026 -283	-4%	-$85.1K	0.31%	36
2021 Q4	$2.46M	Buy	7,309 +195	+3%	+$63.2K	0.37%	33
2021 Q3	$2M	Buy	7,114 +127	+2%	+$37K	0.33%	34
2021 Q2	$1.9M	Sell	6,987 -39	-0.6%	-$9.9K	0.32%	36
2021 Q1	$1.7M	Buy	7,026 +716	+11%	+$166K	0.32%	37
2020 Q4	$1.4M	Buy	6,310 +555	+10%	+$119K	0.3%	45
2020 Q3	$1.21M	Buy	5,755 +28	+0.5%	+$5.88K	0.34%	39
2020 Q2	$1.16M	Buy	+5,727	New	+$1.04M	0.36%	37
2019 Q4	$626K	Buy	+3,969	New	+$583K	0.2%	51

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

N.E.W. Advisory Services's MSFT Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $384K and bringing the position to 9,373 shares worth $3.5M. The position accounts for 0.23% of the portfolio, ranked #60.

N.E.W. Advisory Services first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.68M in Q4 2025. 6,258 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

N.E.W. Advisory Services held 9,373 shares of Microsoft worth $3.5M as of Q2 2026.
N.E.W. Advisory Services bought 948 Microsoft shares in Q2 2026, an estimated $384K.
Microsoft made up 0.23% of N.E.W. Advisory Services's portfolio in Q2 2026, its #60 holding.
N.E.W. Advisory Services first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
N.E.W. Advisory Services's Microsoft position peaked at $3.68M in Q4 2025.
6,258 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.