Safir Wealth Advisors’s Microsoft MSFT Stock Holding History

Safir 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	$343K	Buy	920 +240	+35%	+$97.1K	0.22%	12
2026 Q1	$252K	Sell	680 -326	-32%	-$136K	0.18%	14
2025 Q4	$487K	Hold	1,006	–	–	0.34%	11
2025 Q3	$521K	Hold	1,006	–	–	0.37%	11
2025 Q2	$500K	Hold	1,006	–	–	0.37%	11
2025 Q1	$378K	Buy	1,006 +326	+48%	+$133K	0.3%	11
2024 Q4	$287K	Hold	680	–	–	0.22%	13
2024 Q3	$293K	Hold	680	–	–	0.23%	12
2024 Q2	$304K	Hold	680	–	–	0.25%	12
2024 Q1	$286K	Hold	680	–	–	0.23%	12
2023 Q4	$256K	Hold	680	–	–	0.23%	12
2023 Q3	$215K	Hold	680	–	–	0.21%	13
2023 Q2	$232K	Buy	+680	New	+$213K	0.21%	13
2022 Q2	–	Sell	-680	Closed	-$210K	–	17
2022 Q1	$210K	Buy	+680	New	+$205K	0.18%	17
2021 Q1	–	Sell	-311	Closed	-$69K	–	31
2020 Q4	$69K	Buy	+311	New	+$66.9K	0.06%	24

Other funds holding MSFT

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

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

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 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 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

Safir Wealth Advisors's MSFT Position: Q2 2026 in Review

Safir Wealth Advisors increased its Microsoft (MSFT) stake by 35% in Q2 2026, buying an estimated $97.1K and bringing the position to 920 shares worth $343K. The position accounts for 0.22% of the portfolio, ranked #12.

Safir Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 15 quarters since. The position peaked at $521K in Q3 2025. 1,484 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Safir Wealth Advisors held 920 shares of Microsoft worth $343K as of Q2 2026.
Safir Wealth Advisors bought 240 Microsoft shares in Q2 2026, an estimated $97.1K.
Microsoft made up 0.22% of Safir Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Safir Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 15 quarters since.
Safir Wealth Advisors's Microsoft position peaked at $521K in Q3 2025.
1,484 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.