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Prossimo Advisors’s Microsoft MSFT Stock Holding History

Prossimo 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 		$858K Buy
2,299
+38
+2% +$15.4K 4.95% 6
2026
Q1 		$837K Buy
2,261
+289
+15% +$121K 5.09% 6
2025
Q4 		$954K Sell
1,972
-9
-0.5% -$4.51K 6.14% 3
2025
Q3 		$1.03M Sell
1,981
-17,923
-90% -$9.14M 7.55% 3
2025
Q2 		$9.9M Hold
19,904
– – 7.95% 1
2025
Q1 		$7.47M Sell
19,904
-238
-1% -$97K 5.62% 1
2024
Q4 		$8.49M Sell
20,142
-293
-1% -$125K 6.14% 1
2024
Q3 		$8.79M Buy
20,435
+75
+0.4% +$32.1K 6.42% 1
2024
Q2 		$9.1M Buy
+20,360
New +$8.6M 8.24% 1
2023
Q3 		– Sell
-19,167
Closed -$6.53M – 95
2023
Q2 		$6.53M Buy
+19,167
New +$6.01M 6.29% 2

Other funds holding MSFT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Prossimo Advisors's MSFT Position: Q2 2026 in Review

Prossimo Advisors increased its Microsoft (MSFT) stake by 1.7% in Q2 2026, buying an estimated $15.4K and bringing the position to 2,299 shares worth $858K. The position accounts for 4.95% of the portfolio, ranked #6.

Prossimo Advisors first reported a position in MSFT in Q2 2023 and has held it in 10 quarters since. The position peaked at $9.9M in Q2 2025. 3,418 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Prossimo Advisors held 2,299 shares of Microsoft worth $858K as of Q2 2026.
  • Prossimo Advisors bought 38 Microsoft shares in Q2 2026, an estimated $15.4K.
  • Microsoft made up 4.95% of Prossimo Advisors's portfolio in Q2 2026, its #6 holding.
  • Prossimo Advisors first reported a position in Microsoft in Q2 2023 and has held it in 10 quarters since.
  • Prossimo Advisors's Microsoft position peaked at $9.9M in Q2 2025.
  • 3,418 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Prossimo Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.