Purkiss Capital Advisors’s Microsoft MSFT Stock Holding History

Purkiss 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	$8.61M	Sell	23,091 -153	-0.7%	-$61.9K	3.28%	4
2026 Q1	$8.6M	Buy	23,244 +5,339	+30%	+$2.23M	3.78%	4
2025 Q4	$8.66M	Sell	17,905 -6	-0%	-$3.01K	4.06%	4
2025 Q3	$9.28M	Buy	17,911 +348	+2%	+$178K	4.44%	4
2025 Q2	$8.74M	Buy	17,563 +3,994	+29%	+$1.73M	4.86%	4
2025 Q1	$5.09M	Buy	13,569 +879	+7%	+$358K	3.85%	4
2024 Q4	$5.35M	Buy	+12,690	New	+$5.41M	4.62%	4

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Purkiss Capital Advisors reduced its Microsoft (MSFT) stake by 0.66% in Q2 2026, selling an estimated $61.9K and leaving 23,091 shares worth $8.61M. The position accounts for 3.28% of the portfolio, ranked #4.

Purkiss Capital Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.28M in Q3 2025. 2,892 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Purkiss Capital Advisors held 23,091 shares of Microsoft worth $8.61M as of Q2 2026.
Purkiss Capital Advisors sold 153 Microsoft shares in Q2 2026, an estimated $61.9K.
Microsoft made up 3.28% of Purkiss Capital Advisors's portfolio in Q2 2026, its #4 holding.
Purkiss Capital Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Purkiss Capital Advisors's Microsoft position peaked at $9.28M in Q3 2025.
2,892 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.