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Powell Investment Advisors’s Microsoft MSFT Stock Holding History

Powell Investment 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 		$1.56M Sell
4,169
-1,865
-31% -$755K 0.49% 27
2026
Q1 		$2.23M Buy
6,034
+1,977
+49% +$827K 0.77% 21
2025
Q4 		$1.96M Buy
4,057
+1
+0% +$501 0.68% 24
2025
Q3 		$2.1M Hold
4,056
– – 0.73% 23
2025
Q2 		$2.02M Buy
4,056
+221
+6% +$96K 0.76% 23
2025
Q1 		$1.44M Buy
3,835
+316
+9% +$129K 0.71% 22
2024
Q4 		$1.48M Buy
3,519
+1
+0% +$426 0.69% 25
2024
Q3 		$1.51M Sell
3,518
-439
-11% -$188K 0.71% 23
2024
Q2 		$1.77M Sell
3,957
-167
-4% -$70.5K 0.92% 18
2024
Q1 		$1.74M Buy
4,124
+1
+0% +$405 0.92% 17
2023
Q4 		$1.55M Buy
4,123
+56
+1% +$19.9K 0.86% 18
2023
Q3 		$1.28M Buy
4,067
+829
+26% +$274K 0.77% 23
2023
Q2 		$1.1M Hold
3,238
– – 0.64% 24
2023
Q1 		$933K Buy
3,238
+634
+24% +$162K 0.52% 33
2022
Q4 		$625K Buy
2,604
+24
+0.9% +$5.76K 0.36% 48
2022
Q3 		$601K Buy
2,580
+1
+0% +$264 0.39% 44
2022
Q2 		$662K Buy
2,579
+1
+0% +$271 0.4% 37
2022
Q1 		$795K Buy
2,578
+359
+16% +$108K 0.46% 30
2021
Q4 		$746K Sell
2,219
-50
-2% -$16.2K 0.42% 31
2021
Q3 		$640K Buy
2,269
+1
+0% +$291 0.4% 37
2021
Q2 		$614K Buy
2,268
+50
+2% +$12.7K 0.38% 36
2021
Q1 		$523K Sell
2,218
-43
-2% -$9.98K 0.34% 42
2020
Q4 		$503K Buy
2,261
+94
+4% +$20.2K 0.38% 39
2020
Q3 		$456K Buy
2,167
+31
+1% +$6.51K 0.39% 38
2020
Q2 		$435K Sell
2,136
-283
-12% -$51.4K 0.42% 42
2020
Q1 		$381K Buy
2,419
+796
+49% +$131K 0.46% 47
2019
Q4 		$256K Buy
+1,623
New +$238K 0.27% 81

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

Powell Investment Advisors's MSFT Position: Q2 2026 in Review

Powell Investment Advisors reduced its Microsoft (MSFT) stake by 31% in Q2 2026, selling an estimated $755K and leaving 4,169 shares worth $1.56M. The position accounts for 0.49% of the portfolio, ranked #27.

Powell Investment Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.23M in Q1 2026. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Powell Investment Advisors held 4,169 shares of Microsoft worth $1.56M as of Q2 2026.
  • Powell Investment Advisors sold 1,865 Microsoft shares in Q2 2026, an estimated $755K.
  • Microsoft made up 0.49% of Powell Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Powell Investment Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Powell Investment Advisors's Microsoft position peaked at $2.23M in Q1 2026.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.