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Sax Wealth Advisors’s Microsoft MSFT Stock Holding History

Sax 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 		$15.6M Buy
42,120
+5,651
+15% +$2.29M 0.63% 30
2026
Q1 		$17.6M Sell
36,469
-1,568
-4% -$656K 0.85% 24
2025
Q4 		$18.4M Buy
38,037
+3,618
+11% +$1.81M 0.87% 25
2025
Q3 		$17.8M Buy
34,419
+1,649
+5% +$841K 0.96% 22
2025
Q2 		$16.3M Buy
32,770
+4,625
+16% +$2.01M 0.98% 21
2025
Q1 		$10.6M Sell
28,145
-610
-2% -$249K 0.76% 24
2024
Q4 		$12.1M Buy
28,755
+1,990
+7% +$848K 0.95% 21
2024
Q3 		$11.5M Buy
26,765
+2,452
+10% +$1.05M 1.03% 20
2024
Q2 		$10.9M Buy
24,313
+5,357
+28% +$2.26M 1.04% 22
2024
Q1 		$7.98M Buy
18,956
+272
+1% +$110K 0.93% 21
2023
Q4 		$7.03M Buy
18,684
+485
+3% +$173K 1.15% 24
2023
Q3 		$5.75M Buy
18,199
+2,929
+19% +$968K 1.13% 24
2023
Q2 		$5.2M Sell
15,270
-1,029
-6% -$322K 1.04% 24
2023
Q1 		$4.7M Sell
16,299
-1,794
-10% -$458K 1.02% 25
2022
Q4 		$4.34M Buy
18,093
+1,818
+11% +$436K 1% 23
2022
Q3 		$3.79M Sell
16,275
-1,666
-9% -$440K 0.98% 23
2022
Q2 		$4.61M Buy
17,941
+521
+3% +$141K 1.17% 21
2022
Q1 		$5.37M Buy
17,420
+326
+2% +$98.1K 1.3% 19
2021
Q4 		$5.75M Buy
17,094
+1,183
+7% +$384K 1.2% 19
2021
Q3 		$4.49M Buy
15,911
+333
+2% +$96.9K 1.06% 23
2021
Q2 		$4.22M Sell
15,578
-584
-4% -$148K 1.45% 19
2021
Q1 		$3.81M Buy
16,162
+1,792
+12% +$416K 1.39% 20
2020
Q4 		$3.2M Buy
+14,370
New +$3.09M 1.47% 18

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
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

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

Sax Wealth Advisors increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $2.29M and bringing the position to 42,120 shares worth $15.6M. The position accounts for 0.63% of the portfolio, ranked #30.

Sax Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.4M in Q4 2025. 1,436 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sax Wealth Advisors held 42,120 shares of Microsoft worth $15.6M as of Q2 2026.
  • Sax Wealth Advisors bought 5,651 Microsoft shares in Q2 2026, an estimated $2.29M.
  • Microsoft made up 0.63% of Sax Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Sax Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's Microsoft position peaked at $18.4M in Q4 2025.
  • 1,436 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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