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Register Financial Advisors’s Microsoft MSFT Stock Holding History

Register 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 		$5.12M Buy
13,721
+62
+0.5% +$25.1K 1.57% 8
2026
Q1 		$5.06M Buy
13,659
+257
+2% +$108K 1.87% 7
2025
Q4 		$6.48M Sell
13,402
-143
-1% -$71.7K 2.52% 5
2025
Q3 		$7.02M Sell
13,545
-113
-0.8% -$57.6K 2.76% 6
2025
Q2 		$6.79M Buy
13,658
+1,442
+12% +$626K 2.97% 4
2025
Q1 		$4.59M Buy
12,216
+133
+1% +$54.2K 2.39% 6
2024
Q4 		$5.09M Sell
12,083
-2
-0% -$852 2.56% 6
2024
Q3 		$5.2M Sell
12,085
-529
-4% -$226K 2.67% 4
2024
Q2 		$5.64M Buy
12,614
+356
+3% +$150K 2.85% 4
2024
Q1 		$5.16M Buy
12,258
+2,388
+24% +$967K 2.68% 4
2023
Q4 		$3.71M Buy
9,870
+708
+8% +$252K 2.48% 6
2023
Q3 		$2.89M Buy
9,162
+432
+5% +$143K 2.12% 6
2023
Q2 		$2.97M Sell
8,730
-1,196
-12% -$375K 2.12% 5
2023
Q1 		$2.86M Buy
9,926
+866
+10% +$221K 2.25% 6
2022
Q4 		$2.17M Buy
+9,060
New +$2.17M 1.39% 11

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Register Financial Advisors increased its Microsoft (MSFT) stake by 0.45% in Q2 2026, buying an estimated $25.1K and bringing the position to 13,721 shares worth $5.12M. The position accounts for 1.57% of the portfolio, ranked #8.

Register Financial Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.02M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Register Financial Advisors held 13,721 shares of Microsoft worth $5.12M as of Q2 2026.
  • Register Financial Advisors bought 62 Microsoft shares in Q2 2026, an estimated $25.1K.
  • Microsoft made up 1.57% of Register Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Register Financial Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Register Financial Advisors's Microsoft position peaked at $7.02M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.