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Physician Wealth Advisors’s Microsoft MSFT Stock Holding History

Physician 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 		$5.69M Sell
15,262
-584
-4% -$236K 0.68% 30
2026
Q1 		$5.87M Buy
15,846
+1,580
+11% +$661K 0.82% 27
2025
Q4 		$6.9M Sell
14,266
-3,597
-20% -$1.8M 0.96% 27
2025
Q3 		$9.25M Buy
17,863
+1,436
+9% +$733K 1.32% 22
2025
Q2 		$8.17M Buy
16,427
+178
+1% +$77.3K 1.28% 22
2025
Q1 		$6.1M Sell
16,249
-98
-0.6% -$40K 1.05% 24
2024
Q4 		$6.89M Buy
16,347
+467
+3% +$199K 1.16% 23
2024
Q3 		$6.65M Buy
15,880
+109
+0.7% +$46.6K 1.2% 23
2024
Q2 		$7.09M Buy
15,771
+84
+0.5% +$35.5K 1.31% 20
2024
Q1 		$6.5M Buy
15,687
+467
+3% +$189K 1.37% 19
2023
Q4 		$6.03M Buy
15,220
+1,393
+10% +$496K 1.35% 18
2023
Q3 		$4.56M Sell
13,827
-13
-0.1% -$4.3K 1.17% 22
2023
Q2 		$4.68M Buy
13,840
+13
+0.1% +$4.07K 1.16% 22
2023
Q1 		$3.99M Sell
13,827
-16
-0.1% -$4.08K 1.05% 26
2022
Q4 		$3.35M Sell
13,843
-333
-2% -$79.9K 0.9% 28
2022
Q3 		$3.53M Hold
14,176
– – 1.09% 24
2022
Q2 		$3.94M Buy
14,176
+42
+0.3% +$11.4K 1.14% 20
2022
Q1 		$4.1M Buy
14,134
+107
+0.8% +$32.2K 1.09% 22
2021
Q4 		$4.41M Buy
14,027
+39
+0.3% +$12.6K 1.16% 21
2021
Q3 		$4.25M Buy
13,988
+312
+2% +$90.8K 1.17% 23
2021
Q2 		$3.91M Buy
13,676
+26
+0.2% +$6.61K 1.12% 23
2021
Q1 		$3.4M Buy
13,650
+1
+0% +$232 1.11% 22
2020
Q4 		$3.33M Buy
13,649
+500
+4% +$108K 1.13% 22
2020
Q3 		$2.66M Sell
13,149
-469
-3% -$98.5K 1.07% 23
2020
Q2 		$2.84M Buy
13,618
+56
+0.4% +$10.2K 1.14% 21
2020
Q1 		$2.35M Buy
13,562
+134
+1% +$22K 1.18% 23
2019
Q4 		$2.19M Sell
13,428
-383
-3% -$56.3K 0.98% 24
2019
Q3 		$2.09M Buy
+13,811
New +$1.9M 1.02% 24

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Physician Wealth Advisors's MSFT Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Microsoft (MSFT) stake by 3.7% in Q2 2026, selling an estimated $236K and leaving 15,262 shares worth $5.69M. The position accounts for 0.68% of the portfolio, ranked #30.

Physician Wealth Advisors first reported a position in MSFT in Q3 2019 and has held it in 28 quarters since. The position peaked at $9.25M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Physician Wealth Advisors held 15,262 shares of Microsoft worth $5.69M as of Q2 2026.
  • Physician Wealth Advisors sold 584 Microsoft shares in Q2 2026, an estimated $236K.
  • Microsoft made up 0.68% of Physician Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Physician Wealth Advisors first reported a position in Microsoft in Q3 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's Microsoft position peaked at $9.25M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.