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Scarborough Advisors’s Microsoft MSFT Stock Holding History

Scarborough 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 		$1.92M Sell
4,911
-17,524
-78% -$7.09M 0.22% 53
2026
Q1 		$8.3M Buy
+22,435
New +$9.39M 0.91% 35
2025
Q2 		– Sell
-22,478
Closed -$8.44M – 486
2025
Q1 		$8.44M Buy
22,478
+19,509
+657% +$7.95M 1.2% 28
2024
Q4 		$1.25M Sell
2,969
-19,602
-87% -$8.35M 0.18% 63
2024
Q3 		$9.71M Buy
+22,571
New +$9.65M 1.57% 19
2024
Q1 		– Sell
-22,290
Closed -$8.38M – 598
2023
Q4 		$8.38M Buy
22,290
+168
+0.8% +$59.8K 1.73% 17
2023
Q3 		$6.99M Buy
22,122
+185
+0.8% +$61.1K 1.7% 18
2023
Q2 		$7.47M Buy
21,937
+269
+1% +$84.3K 1.79% 18
2023
Q1 		$6.25M Buy
+21,668
New +$5.53M 1.57% 22
2022
Q4 		– Sell
-21,520
Closed -$5.01M – 59
2022
Q3 		$5.01M Buy
21,520
+1
+0% +$264 1.56% 20
2022
Q2 		$5.53M Buy
21,519
+105
+0.5% +$28.5K 1.88% 17
2022
Q1 		$6.6M Sell
21,414
-330
-2% -$99.3K 2.11% 16
2021
Q4 		$7.31M Buy
+21,744
New +$7.05M 2.51% 14

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

Scarborough Advisors's MSFT Position: Q2 2026 in Review

Scarborough Advisors reduced its Microsoft (MSFT) stake by 78% in Q2 2026, selling an estimated $7.09M and leaving 4,911 shares worth $1.92M. The position accounts for 0.22% of the portfolio, ranked #53.

Scarborough Advisors first reported a position in MSFT in Q4 2021 and has held it in 13 quarters since. The position peaked at $9.71M in Q3 2024. 1,485 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Scarborough Advisors held 4,911 shares of Microsoft worth $1.92M as of Q2 2026.
  • Scarborough Advisors sold 17,524 Microsoft shares in Q2 2026, an estimated $7.09M.
  • Microsoft made up 0.22% of Scarborough Advisors's portfolio in Q2 2026, its #53 holding.
  • Scarborough Advisors first reported a position in Microsoft in Q4 2021 and has held it in 13 quarters since.
  • Scarborough Advisors's Microsoft position peaked at $9.71M in Q3 2024.
  • 1,485 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.