PF
MSFT icon

Prota Financial’s Microsoft MSFT Stock Holding History

Prota Financial’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 		$424K Sell
1,104
-247
-18% -$99.9K 0.28% 55
2026
Q1 		$500K Sell
1,351
-95
-7% -$39.8K 0.36% 47
2025
Q4 		$699K Buy
+1,446
New +$725K 0.5% 20

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Prota Financial's MSFT Position: Q2 2026 in Review

Prota Financial reduced its Microsoft (MSFT) stake by 18% in Q2 2026, selling an estimated $99.9K and leaving 1,104 shares worth $424K. The position accounts for 0.28% of the portfolio, ranked #55.

Prota Financial first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $699K in Q4 2025. 1,934 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Prota Financial held 1,104 shares of Microsoft worth $424K as of Q2 2026.
  • Prota Financial sold 247 Microsoft shares in Q2 2026, an estimated $99.9K.
  • Microsoft made up 0.28% of Prota Financial's portfolio in Q2 2026, its #55 holding.
  • Prota Financial first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Prota Financial's Microsoft position peaked at $699K in Q4 2025.
  • 1,934 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.