Secured Retirement Advisors’s Microsoft MSFT Stock Holding History

Secured Retirement 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	$4.68M	Buy	12,542 +1,187	+10%	+$480K	2.4%	5
2026 Q1	$4.2M	Sell	11,355 -3,132	-22%	-$1.31M	2.38%	6
2025 Q4	$7.01M	Buy	14,487 +376	+3%	+$188K	3.91%	3
2025 Q3	$7.31M	Sell	14,111 -17	-0.1%	-$8.67K	4.08%	3
2025 Q2	$7.03M	Sell	14,128 -447	-3%	-$194K	4.19%	2
2025 Q1	$5.47M	Buy	14,575 +6,653	+84%	+$2.71M	3.53%	3
2024 Q4	$3.34M	Buy	7,922 +269	+4%	+$115K	1.91%	6
2024 Q3	$3.29M	Buy	7,653 +209	+3%	+$89.3K	2.37%	5
2024 Q2	$3.33M	Buy	7,444 +672	+10%	+$284K	2.59%	5
2024 Q1	$2.85M	Sell	6,772 -1,136	-14%	-$460K	2.42%	5
2023 Q4	$2.97M	Buy	+7,908	New	+$2.81M	2.86%	5

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

Secured Retirement Advisors's MSFT Position: Q2 2026 in Review

Secured Retirement Advisors increased its Microsoft (MSFT) stake by 10% in Q2 2026, buying an estimated $480K and bringing the position to 12,542 shares worth $4.68M. The position accounts for 2.4% of the portfolio, ranked #5.

Secured Retirement Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.31M in Q3 2025. 1,484 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Secured Retirement Advisors held 12,542 shares of Microsoft worth $4.68M as of Q2 2026.
Secured Retirement Advisors bought 1,187 Microsoft shares in Q2 2026, an estimated $480K.
Microsoft made up 2.4% of Secured Retirement Advisors's portfolio in Q2 2026, its #5 holding.
Secured Retirement Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Secured Retirement Advisors's Microsoft position peaked at $7.31M in Q3 2025.
1,484 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.