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Poinciana Advisors Group’s Microsoft MSFT Stock Holding History

Poinciana Advisors Group’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 		$293K Sell
786
-117
-13% -$47.3K 0.22% 76
2026
Q1 		$334K Sell
903
-342
-27% -$143K 0.26% 69
2025
Q4 		$602K Sell
1,245
-138
-10% -$69.2K 0.48% 38
2025
Q3 		$716K Buy
1,383
+152
+12% +$77.5K 0.6% 28
2025
Q2 		$612K Buy
1,231
+345
+39% +$150K 0.55% 30
2025
Q1 		$333K Buy
886
+207
+30% +$84.4K 0.34% 50
2024
Q4 		$286K Buy
+679
New +$289K 0.29% 61

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Poinciana Advisors Group's MSFT Position: Q2 2026 in Review

Poinciana Advisors Group reduced its Microsoft (MSFT) stake by 13% in Q2 2026, selling an estimated $47.3K and leaving 786 shares worth $293K. The position accounts for 0.22% of the portfolio, ranked #76.

Poinciana Advisors Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $716K in Q3 2025. 4,112 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Poinciana Advisors Group held 786 shares of Microsoft worth $293K as of Q2 2026.
  • Poinciana Advisors Group sold 117 Microsoft shares in Q2 2026, an estimated $47.3K.
  • Microsoft made up 0.22% of Poinciana Advisors Group's portfolio in Q2 2026, its #76 holding.
  • Poinciana Advisors Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Poinciana Advisors Group's Microsoft position peaked at $716K in Q3 2025.
  • 4,112 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.