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Prosperity Capital Advisors’s Microsoft MSFT Stock Holding History

Prosperity Capital 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 		$12.7M Sell
33,991
-2,046
-6% -$828K 0.63% 31
2026
Q1 		$13.3M Buy
36,037
+1,064
+3% +$445K 0.76% 29
2025
Q4 		$16.9M Buy
34,973
+920
+3% +$461K 1.01% 24
2025
Q3 		$17.6M Buy
34,053
+1,655
+5% +$844K 1.02% 22
2025
Q2 		$16.1M Buy
32,398
+5,759
+22% +$2.5M 1.05% 21
2025
Q1 		$10.2M Sell
26,639
-2,037
-7% -$830K 0.8% 24
2024
Q4 		$12.1M Buy
28,676
+2,216
+8% +$944K 0.98% 20
2024
Q3 		$11.4M Buy
26,460
+797
+3% +$341K 0.97% 21
2024
Q2 		$11.5M Sell
25,663
-2,843
-10% -$1.2M 1.27% 15
2024
Q1 		$12M Buy
28,506
+19,188
+206% +$7.77M 1.42% 12
2023
Q4 		$3.5M Buy
9,318
+697
+8% +$248K 0.38% 45
2023
Q3 		$2.72M Buy
8,621
+1,341
+18% +$443K 0.36% 48
2023
Q2 		$2.48M Buy
7,280
+257
+4% +$80.5K 0.35% 53
2023
Q1 		$2.02M Buy
7,023
+1,098
+19% +$280K 0.31% 52
2022
Q4 		$1.42M Buy
+5,925
New +$1.42M 0.44% 48

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
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Prosperity Capital Advisors's MSFT Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its Microsoft (MSFT) stake by 5.7% in Q2 2026, selling an estimated $828K and leaving 33,991 shares worth $12.7M. The position accounts for 0.63% of the portfolio, ranked #31.

Prosperity Capital Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.6M in Q3 2025. 1,484 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Prosperity Capital Advisors held 33,991 shares of Microsoft worth $12.7M as of Q2 2026.
  • Prosperity Capital Advisors sold 2,046 Microsoft shares in Q2 2026, an estimated $828K.
  • Microsoft made up 0.63% of Prosperity Capital Advisors's portfolio in Q2 2026, its #31 holding.
  • Prosperity Capital Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's Microsoft position peaked at $17.6M in Q3 2025.
  • 1,484 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.