ShankerValleau Wealth Advisors’s Microsoft MSFT Stock Holding History

ShankerValleau 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	$649K	Hold	1,739	–	–	0.17%	21
2026 Q1	$644K	Hold	1,739	–	–	0.18%	20
2025 Q4	$841K	Sell	1,739 -18	-1%	-$9.02K	0.23%	19
2025 Q3	$910K	Hold	1,757	–	–	0.23%	20
2025 Q2	$874K	Hold	1,757	–	–	0.25%	20
2025 Q1	$660K	Hold	1,757	–	–	0.21%	19
2024 Q4	$741K	Sell	1,757 -795	-31%	-$339K	0.24%	19
2024 Q3	$1.1M	Buy	2,552 +1,295	+103%	+$554K	0.37%	16
2024 Q2	$562K	Buy	1,257 +135	+12%	+$57K	0.24%	16
2024 Q1	$472K	Buy	1,122 +70	+7%	+$28.3K	0.22%	16
2023 Q4	$396K	Buy	1,052 +276	+36%	+$98.2K	0.2%	16
2023 Q3	$245K	Hold	776	–	–	0.14%	19
2023 Q2	$264K	Buy	+776	New	+$243K	0.15%	19

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

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

ShankerValleau Wealth Advisors held its Microsoft (MSFT) position steady in Q2 2026 at 1,739 shares worth $649K. The position accounts for 0.17% of the portfolio, ranked #21.

ShankerValleau Wealth Advisors first reported a position in MSFT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.1M in Q3 2024. 1,519 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

ShankerValleau Wealth Advisors held 1,739 shares of Microsoft worth $649K as of Q2 2026.
ShankerValleau Wealth Advisors left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.17% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #21 holding.
ShankerValleau Wealth Advisors first reported a position in Microsoft in Q2 2023 and has held it in 13 quarters since.
ShankerValleau Wealth Advisors's Microsoft position peaked at $1.1M in Q3 2024.
1,519 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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