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Petra Financial Advisors’s Microsoft MSFT Stock Holding History

Petra 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 		$1.79M Buy
4,797
+1,639
+52% +$663K 0.83% 31
2026
Q1 		$1.17M Sell
3,158
-2,266
-42% -$948K 0.72% 43
2025
Q4 		$2.62M Sell
5,424
-332
-6% -$166K 1.54% 11
2025
Q3 		$2.98M Sell
5,756
-4
-0.1% -$2.04K 1.74% 10
2025
Q2 		$2.87M Sell
5,760
-41
-0.7% -$17.8K 1.82% 10
2025
Q1 		$2.18M Sell
5,801
-90
-2% -$36.7K 1.79% 12
2024
Q4 		$2.48M Sell
5,891
-360
-6% -$153K 1.69% 12
2024
Q3 		$2.69M Sell
6,251
-71
-1% -$30.4K 1.77% 11
2024
Q2 		$2.83M Sell
6,322
-138
-2% -$58.3K 2.03% 12
2024
Q1 		$2.6M Buy
6,460
+1,053
+19% +$426K 1.91% 12
2023
Q4 		$2.03M Buy
5,407
+84
+2% +$29.9K 1.7% 13
2023
Q3 		$1.68M Buy
5,323
+2,500
+89% +$826K 1.4% 19
2023
Q2 		$961K Sell
2,823
-2,504
-47% -$785K 0.86% 34
2023
Q1 		$1.54M Buy
5,327
+2,749
+107% +$701K 1.52% 16
2022
Q4 		$618K Buy
+2,578
New +$619K 0.68% 39

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Petra Financial Advisors's MSFT Position: Q2 2026 in Review

Petra Financial Advisors increased its Microsoft (MSFT) stake by 52% in Q2 2026, buying an estimated $663K and bringing the position to 4,797 shares worth $1.79M. The position accounts for 0.83% of the portfolio, ranked #31.

Petra Financial Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.98M in Q3 2025. 2,925 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Petra Financial Advisors held 4,797 shares of Microsoft worth $1.79M as of Q2 2026.
  • Petra Financial Advisors bought 1,639 Microsoft shares in Q2 2026, an estimated $663K.
  • Microsoft made up 0.83% of Petra Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • Petra Financial Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Petra Financial Advisors's Microsoft position peaked at $2.98M in Q3 2025.
  • 2,925 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.