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Prospera Financial Services’s Microsoft MSFT Stock Holding History

Prospera Financial Services’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 		$111M Buy
296,327
+4,204
+1% +$1.7M 1.61% 3
2026
Q1 		$108M Buy
292,123
+16,999
+6% +$7.11M 1.74% 3
2025
Q4 		$133M Buy
275,124
+12,135
+5% +$6.08M 2.19% 3
2025
Q3 		$136M Buy
262,989
+8,198
+3% +$4.18M 2.33% 3
2025
Q2 		$127M Buy
254,791
+18,935
+8% +$8.22M 2.36% 3
2025
Q1 		$88.6M Buy
235,856
+15,020
+7% +$6.12M 2.04% 3
2024
Q4 		$93.1M Buy
220,836
+13,855
+7% +$5.9M 2.17% 3
2024
Q3 		$89.1M Buy
206,981
+24,040
+13% +$10.3M 2.28% 3
2024
Q2 		$81.8M Buy
182,941
+9,298
+5% +$3.93M 2.28% 3
2024
Q1 		$73.1M Buy
173,643
+3,486
+2% +$1.41M 2.18% 3
2023
Q4 		$64M Buy
170,157
+3,130
+2% +$1.11M 2.12% 2
2023
Q3 		$52.8M Buy
167,027
+6,951
+4% +$2.3M 2.04% 3
2023
Q2 		$54.5M Buy
160,076
+5,238
+3% +$1.64M 2.09% 3
2023
Q1 		$44.7M Buy
154,838
+44,334
+40% +$11.3M 1.84% 4
2022
Q4 		$26.5M Sell
110,504
-57,687
-34% -$13.8M 1.33% 6
2022
Q3 		$39.2M Buy
168,191
+6,168
+4% +$1.63M 2.05% 3
2022
Q2 		$41.7M Buy
162,023
+3,732
+2% +$1.01M 2.12% 4
2022
Q1 		$48.8M Buy
158,291
+10,434
+7% +$3.14M 2.04% 3
2021
Q4 		$49.7M Buy
147,857
+527
+0.4% +$171K 2.15% 4
2021
Q3 		$41.5M Sell
147,330
-1,129
-0.8% -$328K 2.07% 5
2021
Q2 		$40.2M Buy
148,459
+7,762
+6% +$1.97M 2.02% 5
2021
Q1 		$33.2M Buy
140,697
+25,459
+22% +$5.91M 1.97% 5
2020
Q4 		$25.6M Buy
115,238
+112,521
+4,141% +$24.2M 1.77% 7
2020
Q3 		$565K Sell
2,717
-104,351
-97% -$21.9M 0.22% 87
2020
Q2 		$21.3M Sell
107,068
-8,471
-7% -$1.54M 1.89% 6
2020
Q1 		$18.2M Sell
115,539
-22,300
-16% -$3.67M 1.93% 8
2019
Q4 		$21.7M Buy
137,839
+74,141
+116% +$10.9M 1.67% 8
2019
Q3 		$8.86M Buy
63,698
+5,960
+10% +$820K 0.91% 13
2019
Q2 		$7.83M Buy
+57,738
New +$7.33M 0.88% 12
2019
Q1 		– Sell
-35,801
Closed -$3.64M – 399
2018
Q4 		$3.64M Buy
35,801
+1,501
+4% +$161K 0.73% 15
2018
Q3 		$3.58M Sell
34,300
-7,211
-17% -$782K 0.67% 15
2018
Q2 		$4.12M Buy
41,511
+4,459
+12% +$432K 0.56% 26
2018
Q1 		$3.4M Buy
37,052
+4,289
+13% +$392K 0.48% 36
2017
Q4 		$2.83M Sell
32,763
-5,424
-14% -$445K 0.43% 42
2017
Q3 		$2.85M Sell
38,187
-81
-0.2% -$5.92K 0.43% 42
2017
Q2 		$2.63M Buy
38,268
+6,164
+19% +$423K 0.42% 51
2017
Q1 		$2.11M Sell
32,104
-290
-0.9% -$18.6K 0.38% 54
2016
Q4 		$2.02M Buy
32,394
+954
+3% +$57.4K 0.4% 46
2016
Q3 		$1.81M Buy
31,440
+970
+3% +$54.8K 0.36% 53
2016
Q2 		$1.56M Sell
30,470
-2,225
-7% -$116K 0.32% 60
2016
Q1 		$1.81M Sell
32,695
-2,366
-7% -$124K 0.4% 42
2015
Q4 		$1.95M Buy
35,061
+1,735
+5% +$91.3K 0.43% 39
2015
Q3 		$1.43M Buy
33,326
+833
+3% +$37.4K 0.36% 38
2015
Q2 		$1.39M Sell
32,493
-227
-0.7% -$10.4K 0.33% 55
2015
Q1 		$1.29M Sell
32,720
-3,933
-11% -$171K 0.29% 54
2014
Q4 		$1.7M Buy
36,653
+1,098
+3% +$51.5K 0.42% 43
2014
Q3 		$1.49M Buy
35,555
+3,771
+12% +$168K 0.4% 45
2014
Q2 		$1.32M Buy
31,784
+1,126
+4% +$45.6K 0.36% 54
2014
Q1 		$1.21M Buy
30,658
+612
+2% +$23K 0.38% 43
2013
Q4 		$1.12M Sell
30,046
-4,989
-14% -$181K 0.38% 52
2013
Q3 		$1.18M Sell
35,035
-9,071
-21% -$298K 0.45% 49
2013
Q2 		$1.51M Buy
+44,106
New +$1.44M 0.7% 40

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prospera Financial Services's MSFT Position: Q2 2026 in Review

Prospera Financial Services increased its Microsoft (MSFT) stake by 1.4% in Q2 2026, buying an estimated $1.7M and bringing the position to 296,327 shares worth $111M. The position accounts for 1.61% of the portfolio, ranked #3.

Prospera Financial Services first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $136M in Q3 2025. 1,685 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Prospera Financial Services held 296,327 shares of Microsoft worth $111M as of Q2 2026.
  • Prospera Financial Services bought 4,204 Microsoft shares in Q2 2026, an estimated $1.7M.
  • Microsoft made up 1.61% of Prospera Financial Services's portfolio in Q2 2026, its #3 holding.
  • Prospera Financial Services first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Prospera Financial Services's Microsoft position peaked at $136M in Q3 2025.
  • 1,685 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.