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Regent Peak Wealth Advisors’s Microsoft MSFT Stock Holding History

Regent Peak Wealth 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 		$10.5M Buy
28,225
+276
+1% +$112K 1.95% 14
2026
Q1 		$10.3M Buy
27,949
+1,092
+4% +$457K 2.11% 14
2025
Q4 		$13M Buy
26,857
+20
+0.1% +$10K 2.56% 13
2025
Q3 		$13.9M Buy
+26,837
New +$13.7M 2.78% 10
2025
Q1 		$10.2M Sell
27,129
-2,018
-7% -$823K 2.4% 11
2024
Q4 		$12.3M Sell
29,147
-166
-0.6% -$70.7K 2.76% 12
2024
Q3 		$12.6M Sell
29,313
-60
-0.2% -$25.6K 2.9% 9
2024
Q2 		$13.1M Sell
29,373
-1,527
-5% -$645K 3.01% 8
2024
Q1 		$13M Sell
30,900
-464
-1% -$188K 3.3% 8
2023
Q4 		$11.8M Buy
31,364
+580
+2% +$206K 3.2% 7
2023
Q3 		$9.72M Buy
30,784
+117
+0.4% +$38.7K 2.97% 8
2023
Q2 		$10.4M Buy
30,667
+55
+0.2% +$17.2K 3.04% 9
2023
Q1 		$8.83M Sell
30,612
-698
-2% -$178K 2.73% 10
2022
Q4 		$7.51M Buy
31,310
+186
+0.6% +$44.6K 2.46% 10
2022
Q3 		$7.25M Buy
31,124
+256
+0.8% +$67.6K 2.55% 10
2022
Q2 		$7.93M Buy
30,868
+122
+0.4% +$33.1K 2.59% 11
2022
Q1 		$9.48M Buy
30,746
+220
+0.7% +$66.2K 2.72% 11
2021
Q4 		$10.3M Buy
30,526
+947
+3% +$307K 2.79% 10
2021
Q3 		$8.34M Buy
29,579
+75
+0.3% +$21.8K 2.39% 11
2021
Q2 		$8.41M Buy
29,504
+2,370
+9% +$602K 2.35% 11
2021
Q1 		$6.4M Buy
27,134
+1,034
+4% +$240K 2.1% 12
2020
Q4 		$5.8M Buy
26,100
+2,427
+10% +$522K 1.94% 12
2020
Q3 		$4.98M Buy
23,673
+1,261
+6% +$265K 2.12% 12
2020
Q2 		$4.56M Buy
22,412
+2,100
+10% +$381K 2.07% 13
2020
Q1 		$3.2M Buy
20,312
+1,104
+6% +$182K 1.78% 13
2019
Q4 		$3.03M Buy
+19,208
New +$2.82M 1.38% 17

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

Regent Peak Wealth Advisors's MSFT Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Microsoft (MSFT) stake by 0.99% in Q2 2026, buying an estimated $112K and bringing the position to 28,225 shares worth $10.5M. The position accounts for 1.95% of the portfolio, ranked #14.

Regent Peak Wealth Advisors first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $13.9M in Q3 2025. 1,898 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Regent Peak Wealth Advisors held 28,225 shares of Microsoft worth $10.5M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 276 Microsoft shares in Q2 2026, an estimated $112K.
  • Microsoft made up 1.95% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Regent Peak Wealth Advisors first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Microsoft position peaked at $13.9M in Q3 2025.
  • 1,898 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.