Net Worth Advisory Group’s Microsoft MSFT Stock Holding History

Net Worth 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	$3.78M	Sell	10,133 -4,777	-32%	-$1.93M	0.95%	14
2026 Q1	$5.52M	Buy	14,910 +927	+7%	+$388K	1.14%	16
2025 Q4	$6.76M	Buy	13,983 +7,697	+122%	+$3.86M	1.37%	15
2025 Q3	$3.26M	Sell	6,286 -4,130	-40%	-$2.11M	0.94%	16
2025 Q2	$5.18M	Buy	10,416 +4,443	+74%	+$1.93M	1.15%	16
2025 Q1	$2.24M	Buy	5,973 +193	+3%	+$78.7K	0.71%	21
2024 Q4	$2.44M	Sell	5,780 -367	-6%	-$156K	0.74%	24
2024 Q3	$2.65M	Buy	+6,147	New	+$2.63M	0.78%	18

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Net Worth Advisory Group's MSFT Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Microsoft (MSFT) stake by 32% in Q2 2026, selling an estimated $1.93M and leaving 10,133 shares worth $3.78M. The position accounts for 0.95% of the portfolio, ranked #14.

Net Worth Advisory Group first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.76M in Q4 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Net Worth Advisory Group held 10,133 shares of Microsoft worth $3.78M as of Q2 2026.
Net Worth Advisory Group sold 4,777 Microsoft shares in Q2 2026, an estimated $1.93M.
Microsoft made up 0.95% of Net Worth Advisory Group's portfolio in Q2 2026, its #14 holding.
Net Worth Advisory Group first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Microsoft position peaked at $6.76M in Q4 2025.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.