NWF Advisory Services’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2
Closed -$1.69K 428
2025
Q3
$1.69K Buy
+2
New +$1.02K ﹤0.01% 417

Other funds holding MSFT

NWF Advisory Services's MSFT Position: Q2 2026 in Review

NWF Advisory Services reduced its Microsoft (MSFT) stake by 1.9% in Q2 2026, selling an estimated $145K and leaving 18,837 shares worth $7.03M. The position accounts for 0.66% of the portfolio, ranked #39.

NWF Advisory Services first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.95M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • NWF Advisory Services held 18,837 shares of Microsoft worth $7.03M as of Q2 2026.
  • NWF Advisory Services sold 359 Microsoft shares in Q2 2026, an estimated $145K.
  • Microsoft made up 0.66% of NWF Advisory Services's portfolio in Q2 2026, its #39 holding.
  • NWF Advisory Services first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
  • NWF Advisory Services's Microsoft position peaked at $9.95M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.