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Sarver Vrooman Wealth Advisors’s Microsoft MSFT Stock Holding History

Sarver Vrooman 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 		$216K Hold
557
– – 0.13% 21
2026
Q1 		$206K Hold
557
– – 0.13% 21
2025
Q4 		$269K Sell
557
-10
-2% -$5.01K 0.17% 16
2025
Q3 		$294K Hold
567
– – 0.19% 13
2025
Q2 		$282K Hold
567
– – 0.19% 11
2025
Q1 		$213K Buy
+567
New +$231K 0.14% 12

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

Sarver Vrooman Wealth Advisors's MSFT Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Microsoft (MSFT) position steady in Q2 2026 at 557 shares worth $216K. The position accounts for 0.13% of the portfolio, ranked #21.

Sarver Vrooman Wealth Advisors first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $294K in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 557 shares of Microsoft worth $216K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.13% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's Microsoft position peaked at $294K in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.