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Networth Advisors’s Microsoft MSFT Stock Holding History

Networth 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 		$167K Sell
449
-1,030
-70% -$417K 0.1% 62
2026
Q1 		$547K Buy
1,479
+173
+13% +$72.4K 0.39% 38
2025
Q4 		$632K Buy
+1,306
New +$654K 0.47% 35

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Networth Advisors's MSFT Position: Q2 2026 in Review

Networth Advisors reduced its Microsoft (MSFT) stake by 70% in Q2 2026, selling an estimated $417K and leaving 449 shares worth $167K. The position accounts for 0.1% of the portfolio, ranked #62.

Networth Advisors first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $632K in Q4 2025. 3,821 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Networth Advisors held 449 shares of Microsoft worth $167K as of Q2 2026.
  • Networth Advisors sold 1,030 Microsoft shares in Q2 2026, an estimated $417K.
  • Microsoft made up 0.1% of Networth Advisors's portfolio in Q2 2026, its #62 holding.
  • Networth Advisors first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's Microsoft position peaked at $632K in Q4 2025.
  • 3,821 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.