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Quattro Financial Advisors’s Microsoft MSFT Stock Holding History

Quattro 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 		$24.1M Buy
64,732
+9,115
+16% +$3.69M 5.16% 4
2026
Q1 		$20.6M Buy
55,617
+1,216
+2% +$509K 6.22% 2
2025
Q4 		$26.3M Sell
54,401
-1,987
-4% -$996K 7.85% 2
2025
Q3 		$29.2M Buy
56,388
+10,008
+22% +$5.11M 9.24% 1
2025
Q2 		$23.1M Sell
46,380
-5,138
-10% -$2.23M 8.12% 2
2025
Q1 		$19.3M Sell
51,518
-53,502
-51% -$21.8M 6.63% 2
2024
Q4 		$46.2M Buy
105,020
+9,973
+10% +$4.25M 11.94% 1
2024
Q3 		$40M Sell
95,047
-71,577
-43% -$30.6M 11.31% 1
2024
Q2 		$74.5M Buy
166,624
+20,000
+14% +$8.45M 19.47% 1
2024
Q1 		$61.7M Buy
146,624
+146,248
+38,896% +$59.2M 17.54% 1
2023
Q4 		$51.4M Sell
376
-66,248
-99% -$23.6M 17.78% 1
2023
Q3 		$21M Buy
66,624
+23,892
+56% +$7.89M 9.16% 1
2023
Q2 		$14.6M Buy
42,732
+9,742
+30% +$3.05M 5.78% 3
2023
Q1 		$9.51M Buy
32,990
+9,810
+42% +$2.5M 3.9% 8
2022
Q4 		$5.56M Buy
23,180
+5,680
+32% +$1.36M 2.22% 15
2022
Q3 		$4.08M Hold
17,500
– – 1.63% 18
2022
Q2 		$4.5M Hold
17,500
– – 1.53% 20
2022
Q1 		$5.39M Buy
17,500
+2,500
+17% +$752K 1.82% 19
2021
Q4 		$5.04M Sell
15,000
-5,609
-27% -$1.82M 1.78% 16
2021
Q3 		$6.37M Buy
20,609
+563
+3% +$164K 1.7% 17
2021
Q2 		$5.62M Buy
20,046
+5,046
+34% +$1.28M 1.5% 20
2021
Q1 		$3.88M Buy
+15,000
New +$3.48M 0.88% 31
2019
Q1 		– Sell
-1,190
Closed -$126K – 56
2018
Q4 		$126K Hold
1,190
– – 0.04% 62
2018
Q3 		$132K Buy
+1,190
New +$129K 0.05% 56

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

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

Quattro Financial Advisors increased its Microsoft (MSFT) stake by 16% in Q2 2026, buying an estimated $3.69M and bringing the position to 64,732 shares worth $24.1M. The position accounts for 5.16% of the portfolio, ranked #4.

Quattro Financial Advisors first reported a position in MSFT in Q3 2018 and has held it in 24 quarters since. The position peaked at $74.5M in Q2 2024. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Quattro Financial Advisors held 64,732 shares of Microsoft worth $24.1M as of Q2 2026.
  • Quattro Financial Advisors bought 9,115 Microsoft shares in Q2 2026, an estimated $3.69M.
  • Microsoft made up 5.16% of Quattro Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Quattro Financial Advisors first reported a position in Microsoft in Q3 2018 and has held it in 24 quarters since.
  • Quattro Financial Advisors's Microsoft position peaked at $74.5M in Q2 2024.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.