New Wave Wealth Advisors’s Microsoft MSFT Stock Holding History

New Wave Wealth 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	$3.12M	Buy	8,358 +782	+10%	+$316K	0.85%	29
2026 Q1	$2.8M	Sell	7,576 -335	-4%	-$140K	0.97%	29
2025 Q4	$3.83M	Sell	7,911 -846	-10%	-$424K	1.4%	19
2025 Q3	$4.54M	Sell	8,757 -1,988	-19%	-$1.01M	1.77%	16
2025 Q2	$5.34M	Sell	10,745 -266	-2%	-$116K	2.27%	11
2025 Q1	$4.13M	Buy	11,011 +1,459	+15%	+$595K	1.85%	17
2024 Q4	$4.03M	Sell	9,552 -456	-5%	-$194K	1.65%	17
2024 Q3	$4.31M	Buy	10,008 +2,409	+32%	+$1.03M	1.98%	12
2024 Q2	$3.4M	Buy	+7,599	New	+$3.21M	1.82%	14

Other funds holding MSFT

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New Wave Wealth Advisors's MSFT Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Microsoft (MSFT) stake by 10% in Q2 2026, buying an estimated $316K and bringing the position to 8,358 shares worth $3.12M. The position accounts for 0.85% of the portfolio, ranked #29.

New Wave Wealth Advisors first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.34M in Q2 2025. 2,562 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

New Wave Wealth Advisors held 8,358 shares of Microsoft worth $3.12M as of Q2 2026.
New Wave Wealth Advisors bought 782 Microsoft shares in Q2 2026, an estimated $316K.
Microsoft made up 0.85% of New Wave Wealth Advisors's portfolio in Q2 2026, its #29 holding.
New Wave Wealth Advisors first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
New Wave Wealth Advisors's Microsoft position peaked at $5.34M in Q2 2025.
2,562 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.