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New England Capital Financial Advisors’s Microsoft MSFT Stock Holding History

New England Capital Financial 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 		$926K Buy
2,483
+1,001
+68% +$405K 0.22% 26
2026
Q1 		$548K Buy
1,482
+2
+0.1% +$837 0.15% 33
2025
Q4 		$716K Sell
1,480
-20
-1% -$10K 0.28% 29
2025
Q3 		$777K Sell
1,500
-10
-0.7% -$5.1K 0.33% 25
2025
Q2 		$751K Buy
1,510
+58
+4% +$25.2K 0.34% 25
2025
Q1 		$545K Sell
1,452
-32
-2% -$13K 0.28% 29
2024
Q4 		$625K Sell
1,484
-3
-0.2% -$1.28K 0.31% 28
2024
Q3 		$640K Sell
1,487
-26
-2% -$11.1K 0.33% 25
2024
Q2 		$676K Buy
1,513
+1
+0.1% +$422 0.38% 20
2024
Q1 		$636K Sell
1,512
-27
-2% -$10.9K 0.36% 22
2023
Q4 		$579K Sell
1,539
-16
-1% -$5.7K 0.35% 24
2023
Q3 		$491K Buy
1,555
+2
+0.1% +$661 0.34% 24
2023
Q2 		$529K Sell
1,553
-99
-6% -$31K 0.35% 25
2023
Q1 		$476K Buy
1,652
+38
+2% +$9.69K 0.34% 25
2022
Q4 		$388K Buy
+1,614
New +$387K 0.27% 32

Other funds holding MSFT

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 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New England Capital Financial Advisors's MSFT Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Microsoft (MSFT) stake by 68% in Q2 2026, buying an estimated $405K and bringing the position to 2,483 shares worth $926K. The position accounts for 0.22% of the portfolio, ranked #26.

New England Capital Financial Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. 3,615 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • New England Capital Financial Advisors held 2,483 shares of Microsoft worth $926K as of Q2 2026.
  • New England Capital Financial Advisors bought 1,001 Microsoft shares in Q2 2026, an estimated $405K.
  • Microsoft made up 0.22% of New England Capital Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • New England Capital Financial Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • 3,615 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.