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Plus Group Wealth Advisors’s Microsoft MSFT Stock Holding History

Plus Group 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 		$251K Sell
674
-24
-3% -$9.71K 0.24% 42
2026
Q1 		$258K Buy
698
+36
+5% +$15.1K 0.28% 36
2025
Q4 		$320K Buy
+662
New +$332K 0.36% 32

Other funds holding MSFT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Plus Group Wealth Advisors's MSFT Position: Q2 2026 in Review

Plus Group Wealth Advisors reduced its Microsoft (MSFT) stake by 3.4% in Q2 2026, selling an estimated $9.71K and leaving 674 shares worth $251K. The position accounts for 0.24% of the portfolio, ranked #42.

Plus Group Wealth Advisors first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $320K in Q4 2025. 2,463 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Plus Group Wealth Advisors held 674 shares of Microsoft worth $251K as of Q2 2026.
  • Plus Group Wealth Advisors sold 24 Microsoft shares in Q2 2026, an estimated $9.71K.
  • Microsoft made up 0.24% of Plus Group Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Plus Group Wealth Advisors first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Plus Group Wealth Advisors's Microsoft position peaked at $320K in Q4 2025.
  • 2,463 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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