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Nestegg Advisors’s Microsoft MSFT Stock Holding History

Nestegg 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 		$305K Buy
819
+1
+0.1% +$405 0.22% 42
2026
Q1 		$303K Sell
818
-194
-19% -$81.2K 0.27% 39
2025
Q4 		$489K Buy
1,012
+46
+5% +$23.1K 0.42% 32
2025
Q3 		$500K Buy
966
+1
+0.1% +$510 0.44% 29
2025
Q2 		$480K Hold
965
– – 0.46% 28
2025
Q1 		$362K Buy
965
+1
+0.1% +$408 0.38% 32
2024
Q4 		$419K Buy
+964
New +$411K 0.42% 29

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

Nestegg Advisors's MSFT Position: Q2 2026 in Review

Nestegg Advisors increased its Microsoft (MSFT) stake by 0.12% in Q2 2026, buying an estimated $405 and bringing the position to 819 shares worth $305K. The position accounts for 0.22% of the portfolio, ranked #42.

Nestegg Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $500K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Nestegg Advisors held 819 shares of Microsoft worth $305K as of Q2 2026.
  • Nestegg Advisors bought 1 Microsoft share in Q2 2026, an estimated $405.
  • Microsoft made up 0.22% of Nestegg Advisors's portfolio in Q2 2026, its #42 holding.
  • Nestegg Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Nestegg Advisors's Microsoft position peaked at $500K in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.