Simon Quick Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.9M | Buy |
45,198
+4,759
| +12% | +$1.93M | 0.68% | 23 |
|
|
2026
Q1 | $15M | Sell |
40,439
-4,043
| -9% | -$1.69M | 0.68% | 23 |
|
|
2025
Q4 | $21.5M | Buy |
44,482
+818
| +2% | +$410K | 0.94% | 20 |
|
|
2025
Q3 | $22.6M | Buy |
43,664
+3,373
| +8% | +$1.72M | 1.02% | 20 |
|
|
2025
Q2 | $20M | Sell |
40,291
-31,907
| -44% | -$13.9M | 1.01% | 20 |
|
|
2025
Q1 | $27.1M | Buy |
72,198
+11,647
| +19% | +$4.75M | 1.54% | 14 |
|
|
2024
Q4 | $25.5M | Buy |
60,551
+3,756
| +7% | +$1.6M | 1.53% | 14 |
|
|
2024
Q3 | $24.4M | Buy |
56,795
+7,547
| +15% | +$3.23M | 1.54% | 14 |
|
|
2024
Q2 | $22M | Buy |
49,248
+2,832
| +6% | +$1.2M | 1.55% | 13 |
|
|
2024
Q1 | $19.5M | Buy |
46,416
+8,069
| +21% | +$3.27M | 1.46% | 15 |
|
|
2023
Q4 | $14.4M | Sell |
38,347
-1,385
| -3% | -$493K | 1.28% | 18 |
|
|
2023
Q3 | $12.5M | Buy |
39,732
+4,110
| +12% | +$1.36M | 1.18% | 18 |
|
|
2023
Q2 | $12.1M | Buy |
35,622
+581
| +2% | +$182K | 1.12% | 20 |
|
|
2023
Q1 | $10.1M | Buy |
35,041
+6,239
| +22% | +$1.59M | 1.1% | 16 |
|
|
2022
Q4 | $6.91M | Buy |
28,802
+4,922
| +21% | +$1.18M | 0.82% | 24 |
|
|
2022
Q3 | $5.56M | Buy |
23,880
+3,862
| +19% | +$1.02M | 0.79% | 25 |
|
|
2022
Q2 | $5.66M | Buy |
20,018
+8,131
| +68% | +$2.21M | 0.74% | 26 |
|
|
2022
Q1 | $3.67M | Buy |
11,887
+90
| +0.8% | +$27.1K | 1.04% | 15 |
|
|
2021
Q4 | $3.97M | Sell |
11,797
-5,622
| -32% | -$1.82M | 1.06% | 17 |
|
|
2021
Q3 | $4.91M | Buy |
17,419
+5,995
| +52% | +$1.74M | 1.26% | 14 |
|
|
2021
Q2 | $3.09M | Sell |
11,424
-100
| -0.9% | -$25.4K | 0.82% | 18 |
|
|
2021
Q1 | $2.72M | Sell |
11,524
-987
| -8% | -$229K | 0.8% | 21 |
|
|
2020
Q4 | $2.78M | Buy |
12,511
+2,066
| +20% | +$444K | 0.84% | 20 |
|
|
2020
Q3 | $2.2M | Buy |
10,445
+34
| +0.3% | +$7.14K | 0.63% | 27 |
|
|
2020
Q2 | $2.12M | Sell |
10,411
-58
| -0.6% | -$10.5K | 0.8% | 27 |
|
|
2020
Q1 | $1.65M | Sell |
10,469
-432
| -4% | -$71K | 0.61% | 28 |
|
|
2019
Q4 | $1.72M | Sell |
10,901
-844
| -7% | -$124K | 0.62% | 30 |
|
|
2019
Q3 | $1.63M | Buy |
11,745
+3,759
| +47% | +$517K | 0.72% | 25 |
|
|
2019
Q2 | $1.07M | Sell |
7,986
-3,697
| -32% | -$469K | 0.54% | 26 |
|
|
2019
Q1 | $1.38M | Buy |
11,683
+1,298
| +12% | +$142K | 0.57% | 25 |
|
|
2018
Q4 | $1.05M | Buy |
10,385
+705
| +7% | +$75.5K | 0.38% | 31 |
|
|
2018
Q3 | $1.11M | Sell |
9,680
-1,649
| -15% | -$179K | 0.45% | 26 |
|
|
2018
Q2 | $1.12M | Buy |
11,329
+675
| +6% | +$65.4K | 0.47% | 23 |
|
|
2018
Q1 | $972K | Sell |
10,654
-2,055
| -16% | -$188K | 0.41% | 25 |
|
|
2017
Q4 | $1.21M | Sell |
12,709
-26,440
| -68% | -$2.17M | 0.54% | 26 |
|
|
2017
Q3 | $2.92M | Buy |
39,149
+14,089
| +56% | +$1.03M | 1.06% | 18 |
|
|
2017
Q2 | $1.73M | Sell |
25,060
-16,208
| -39% | -$1.11M | 0.98% | 22 |
|
|
2017
Q1 | $2.72M | Buy |
41,268
+15,208
| +58% | +$975K | 1.61% | 17 |
|
|
2016
Q4 | $1.62M | Buy |
+26,060
| New | +$1.57M | 1.21% | 17 |
|
Other funds holding MSFT
Simon Quick Advisors's MSFT Position: Q2 2026 in Review
Simon Quick Advisors increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $1.93M and bringing the position to 45,198 shares worth $16.9M. The position accounts for 0.68% of the portfolio, ranked #23.
Simon Quick Advisors first reported a position in MSFT in Q4 2016 and has held it in 39 quarters since. The position peaked at $27.1M in Q1 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Simon Quick Advisors held 45,198 shares of Microsoft worth $16.9M as of Q2 2026.
- Simon Quick Advisors bought 4,759 Microsoft shares in Q2 2026, an estimated $1.93M.
- Microsoft made up 0.68% of Simon Quick Advisors's portfolio in Q2 2026, its #23 holding.
- Simon Quick Advisors first reported a position in Microsoft in Q4 2016 and has held it in 39 quarters since.
- Simon Quick Advisors's Microsoft position peaked at $27.1M in Q1 2025.
- 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.