Nadler Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.5M | Sell |
28,041
-428
| -2% | -$173K | 0.89% | 20 |
|
|
2026
Q1 | $10.5M | Sell |
28,469
-2,901
| -9% | -$1.21M | 1.02% | 18 |
|
|
2025
Q4 | $15.2M | Buy |
31,370
+233
| +0.7% | +$117K | 1.41% | 18 |
|
|
2025
Q3 | $16.1M | Buy |
31,137
+543
| +2% | +$277K | 1.54% | 17 |
|
|
2025
Q2 | $15.2M | Buy |
30,594
+2,341
| +8% | +$1.02M | 1.56% | 17 |
|
|
2025
Q1 | $10.6M | Sell |
28,253
-2,514
| -8% | -$1.02M | 1.17% | 18 |
|
|
2024
Q4 | $13M | Buy |
30,767
+245
| +0.8% | +$104K | 1.37% | 18 |
|
|
2024
Q3 | $13.1M | Sell |
30,522
-32
| -0.1% | -$13.7K | 1.45% | 18 |
|
|
2024
Q2 | $13.7M | Sell |
30,554
-106
| -0.3% | -$44.8K | 1.61% | 16 |
|
|
2024
Q1 | $12.9M | Sell |
30,660
-158
| -0.5% | -$64K | 1.59% | 17 |
|
|
2023
Q4 | $11.6M | Sell |
30,818
-324
| -1% | -$115K | 1.56% | 17 |
|
|
2023
Q3 | $9.83M | Sell |
31,142
-12
| -0% | -$3.96K | 1.49% | 18 |
|
|
2023
Q2 | $10.6M | Sell |
31,154
-352
| -1% | -$110K | 1.55% | 17 |
|
|
2023
Q1 | $9.08M | Buy |
31,506
+580
| +2% | +$148K | 1.45% | 19 |
|
|
2022
Q4 | $7.42M | Buy |
30,926
+85
| +0.3% | +$20.4K | 1.29% | 18 |
|
|
2022
Q3 | $7.18M | Buy |
30,841
+220
| +0.7% | +$58.1K | 1.37% | 16 |
|
|
2022
Q2 | $7.86M | Buy |
30,621
+836
| +3% | +$227K | 1.45% | 16 |
|
|
2022
Q1 | $9.18M | Sell |
29,785
-505
| -2% | -$152K | 1.44% | 16 |
|
|
2021
Q4 | $10.2M | Buy |
30,290
+2,084
| +7% | +$676K | 1.51% | 16 |
|
|
2021
Q3 | $7.95M | Buy |
28,206
+483
| +2% | +$141K | 1.3% | 16 |
|
|
2021
Q2 | $7.51M | Sell |
27,723
-142
| -0.5% | -$36.1K | 1.23% | 15 |
|
|
2021
Q1 | $6.57M | Buy |
27,865
+244
| +0.9% | +$56.6K | 1.17% | 15 |
|
|
2020
Q4 | $6.14M | Buy |
27,621
+258
| +0.9% | +$55.5K | 1.17% | 18 |
|
|
2020
Q3 | $5.75M | Buy |
27,363
+321
| +1% | +$67.4K | 1.28% | 17 |
|
|
2020
Q2 | $5.5M | Sell |
27,042
-239
| -0.9% | -$43.4K | 1.38% | 16 |
|
|
2020
Q1 | $4.3M | Sell |
27,281
-591
| -2% | -$97.2K | 1.32% | 16 |
|
|
2019
Q4 | $4.39M | Buy |
27,872
+1,110
| +4% | +$163K | 1.09% | 17 |
|
|
2019
Q3 | $3.72M | Buy |
26,762
+324
| +1% | +$44.6K | 1.04% | 17 |
|
|
2019
Q2 | $3.54M | Sell |
26,438
-157
| -0.6% | -$19.9K | 1.02% | 17 |
|
|
2019
Q1 | $3.14M | Sell |
26,595
-990
| -4% | -$108K | 1% | 17 |
|
|
2018
Q4 | $2.8M | Buy |
27,585
+147
| +0.5% | +$15.7K | 0.92% | 16 |
|
|
2018
Q3 | $3.14M | Buy |
27,438
+616
| +2% | +$66.8K | 0.85% | 19 |
|
|
2018
Q2 | $2.65M | Buy |
26,822
+798
| +3% | +$77.3K | 0.75% | 19 |
|
|
2018
Q1 | $2.38M | Buy |
26,024
+42
| +0.2% | +$3.84K | 0.73% | 19 |
|
|
2017
Q4 | $2.22M | Buy |
25,982
+338
| +1% | +$27.7K | 0.68% | 19 |
|
|
2017
Q3 | $1.91M | Sell |
25,644
-100
| -0.4% | -$7.3K | 0.63% | 20 |
|
|
2017
Q2 | $1.77M | Sell |
25,744
-593
| -2% | -$40.7K | 0.6% | 19 |
|
|
2017
Q1 | $1.74M | Buy |
26,337
+355
| +1% | +$22.8K | 0.61% | 19 |
|
|
2016
Q4 | $1.61M | Buy |
25,982
+7,614
| +41% | +$458K | 0.6% | 19 |
|
|
2016
Q3 | $1.06M | Buy |
18,368
+332
| +2% | +$18.7K | 0.42% | 23 |
|
|
2016
Q2 | $923K | Buy |
18,036
+588
| +3% | +$30.6K | 0.39% | 29 |
|
|
2016
Q1 | $964K | Buy |
17,448
+193
| +1% | +$10.1K | 0.42% | 23 |
|
|
2015
Q4 | $957K | Buy |
17,255
+647
| +4% | +$34K | 0.43% | 24 |
|
|
2015
Q3 | $735K | Buy |
16,608
+146
| +0.9% | +$6.56K | 0.37% | 30 |
|
|
2015
Q2 | $727K | Sell |
16,462
-568
| -3% | -$25.9K | 0.34% | 31 |
|
|
2015
Q1 | $692K | Buy |
17,030
+554
| +3% | +$24.1K | 0.33% | 31 |
|
|
2014
Q4 | $765K | Buy |
16,476
+914
| +6% | +$42.9K | 0.4% | 29 |
|
|
2014
Q3 | $721K | Sell |
15,562
-351
| -2% | -$15.7K | 0.43% | 29 |
|
|
2014
Q2 | $664K | Sell |
15,913
-677
| -4% | -$27.4K | 0.42% | 25 |
|
|
2014
Q1 | $680K | Sell |
16,590
-186
| -1% | -$6.98K | 0.45% | 28 |
|
|
2013
Q4 | $628K | Buy |
16,776
+347
| +2% | +$12.6K | 0.41% | 28 |
|
|
2013
Q3 | $547K | Sell |
16,429
-6,929
| -30% | -$228K | 0.4% | 33 |
|
|
2013
Q2 | $807K | Buy |
+23,358
| New | +$765K | 0.57% | 28 |
|
Other funds holding MSFT
Nadler Financial Group's MSFT Position: Q2 2026 in Review
Nadler Financial Group reduced its Microsoft (MSFT) stake by 1.5% in Q2 2026, selling an estimated $173K and leaving 28,041 shares worth $10.5M. The position accounts for 0.89% of the portfolio, ranked #20.
Nadler Financial Group first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.1M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Nadler Financial Group held 28,041 shares of Microsoft worth $10.5M as of Q2 2026.
- Nadler Financial Group sold 428 Microsoft shares in Q2 2026, an estimated $173K.
- Microsoft made up 0.89% of Nadler Financial Group's portfolio in Q2 2026, its #20 holding.
- Nadler Financial Group first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
- Nadler Financial Group's Microsoft position peaked at $16.1M in Q3 2025.
- 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.