PFA
MSFT icon

Professional Financial Advisors’s Microsoft MSFT Stock Holding History

Professional 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 		$3.05M Buy
8,170
+657
+9% +$266K 0.53% 31
2026
Q1 		$2.78M Buy
7,513
+578
+8% +$242K 0.57% 29
2025
Q4 		$3.35M Buy
6,935
+71
+1% +$35.6K 0.69% 23
2025
Q3 		$3.56M Buy
6,864
+150
+2% +$76.5K 0.75% 25
2025
Q2 		$3.34M Buy
6,714
+52
+0.8% +$22.6K 0.77% 24
2025
Q1 		$2.5M Buy
6,662
+197
+3% +$80.3K 0.64% 25
2024
Q4 		$2.72M Buy
6,465
+470
+8% +$200K 0.7% 23
2024
Q3 		$2.58M Buy
5,995
+148
+3% +$63.3K 0.67% 25
2024
Q2 		$2.61M Buy
5,847
+209
+4% +$88.3K 0.72% 23
2024
Q1 		$2.37M Sell
5,638
-265
-4% -$107K 0.68% 22
2023
Q4 		$2.22M Sell
5,903
-53
-0.9% -$18.9K 0.73% 24
2023
Q3 		$1.88M Sell
5,956
-59
-1% -$19.5K 0.85% 23
2023
Q2 		$2.05M Buy
6,015
+110
+2% +$34.5K 1.06% 17
2023
Q1 		$1.82M Sell
5,905
-97
-2% -$24.7K 1.08% 23
2022
Q4 		$1.44M Buy
6,002
+47
+0.8% +$11.3K 0.97% 19
2022
Q3 		$1.39M Buy
5,955
+53
+0.9% +$14K 0.86% 22
2022
Q2 		$1.52M Sell
5,902
-3
-0.1% -$814 0.85% 23
2022
Q1 		$1.82M Sell
5,905
-1,419
-19% -$427K 0.79% 32
2021
Q4 		$2.46M Sell
7,324
-219
-3% -$71K 1.06% 16
2021
Q3 		$2.13M Sell
7,543
-67
-0.9% -$19.5K 1.22% 12
2021
Q2 		$2.06M Buy
7,610
+1,480
+24% +$376K 1.14% 12
2021
Q1 		$1.45M Sell
6,130
-1,281
-17% -$297K 0.9% 25
2020
Q4 		$1.65M Buy
7,411
+1,635
+28% +$352K 1.3% 17
2020
Q3 		$1.17M Sell
5,776
-569
-9% -$120K 1.09% 22
2020
Q2 		$1.29M Buy
6,345
+1,665
+36% +$302K 1.69% 15
2020
Q1 		$839K Sell
4,680
-926
-17% -$152K 1.52% 20
2019
Q4 		$884K Buy
+5,606
New +$824K 0.84% 33

Other funds holding MSFT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Professional Financial Advisors increased its Microsoft (MSFT) stake by 8.7% in Q2 2026, buying an estimated $266K and bringing the position to 8,170 shares worth $3.05M. The position accounts for 0.53% of the portfolio, ranked #31.

Professional Financial Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.56M in Q3 2025. 3,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Professional Financial Advisors held 8,170 shares of Microsoft worth $3.05M as of Q2 2026.
  • Professional Financial Advisors bought 657 Microsoft shares in Q2 2026, an estimated $266K.
  • Microsoft made up 0.53% of Professional Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • Professional Financial Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Professional Financial Advisors's Microsoft position peaked at $3.56M in Q3 2025.
  • 3,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.