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Quantum Financial Advisors’s Microsoft MSFT Stock Holding History

Quantum Financial 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 		$6.42M Buy
17,205
+1,054
+7% +$426K 0.63% 33
2026
Q1 		$5.98M Buy
16,151
+682
+4% +$285K 0.67% 31
2025
Q4 		$7.48M Buy
15,469
+766
+5% +$384K 0.84% 27
2025
Q3 		$7.62M Hold
14,703
– – 0.93% 24
2025
Q2 		$7.31M Sell
14,703
-450
-3% -$195K 0.99% 22
2025
Q1 		$5.69M Sell
15,153
-637
-4% -$260K 0.85% 23
2024
Q4 		$6.66M Buy
15,790
+504
+3% +$215K 1.01% 20
2024
Q3 		$6.58M Buy
15,286
+1,731
+13% +$740K 1.03% 19
2024
Q2 		$6.06M Buy
13,555
+70
+0.5% +$29.6K 1.06% 19
2024
Q1 		$5.67M Buy
13,485
+26
+0.2% +$10.5K 1.04% 20
2023
Q4 		$5.06M Sell
13,459
-490
-4% -$174K 1.23% 18
2023
Q3 		$4.4M Buy
13,949
+718
+5% +$237K 1.29% 16
2023
Q2 		$4.51M Hold
13,231
– – 1.33% 16
2023
Q1 		$3.81M Hold
13,231
– – 1.2% 18
2022
Q4 		$3.17M Buy
13,231
+27
+0.2% +$6.48K 1.43% 15
2022
Q3 		$3.08M Buy
13,204
+4
+0% +$1.06K 1.36% 13
2022
Q2 		$3.82M Buy
+13,200
New +$3.58M 1.43% 13

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Quantum Financial Advisors's MSFT Position: Q2 2026 in Review

Quantum Financial Advisors increased its Microsoft (MSFT) stake by 6.5% in Q2 2026, buying an estimated $426K and bringing the position to 17,205 shares worth $6.42M. The position accounts for 0.63% of the portfolio, ranked #33.

Quantum Financial Advisors first reported a position in MSFT in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.62M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Quantum Financial Advisors held 17,205 shares of Microsoft worth $6.42M as of Q2 2026.
  • Quantum Financial Advisors bought 1,054 Microsoft shares in Q2 2026, an estimated $426K.
  • Microsoft made up 0.63% of Quantum Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • Quantum Financial Advisors first reported a position in Microsoft in Q2 2022 and has held it in 17 quarters since.
  • Quantum Financial Advisors's Microsoft position peaked at $7.62M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.