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SOA Wealth Advisors’s Microsoft MSFT Stock Holding History

SOA 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 		$12.5M Buy
102,203
+25,426
+33% +$10.3M 2.11% 9
2026
Q1 		$12.6M Sell
76,777
-1,483
-2% -$621K 2.38% 7
2025
Q4 		$17.2M Sell
78,260
-45,967
-37% -$23M 2.9% 5
2025
Q3 		$18.5M Buy
124,227
+243
+0.2% +$124K 3.17% 5
2025
Q2 		$17.7M Sell
123,984
-2,816
-2% -$1.22M 3.32% 5
2025
Q1 		$13.1M Buy
126,800
+85,048
+204% +$34.7M 2.73% 6
2024
Q4 		$17.6M Sell
41,752
-150
-0.4% -$63.9K 3.24% 4
2024
Q3 		$18M Buy
41,902
+48
+0.1% +$20.5K 3.44% 4
2024
Q2 		$18.7M Sell
41,854
-210
-0.5% -$88.7K 3.76% 4
2024
Q1 		$17.7M Buy
42,064
+270
+0.6% +$109K 3.66% 4
2023
Q4 		$15.7M Sell
41,794
-406
-1% -$145K 3.5% 4
2023
Q3 		$13.3M Sell
42,200
-274
-0.6% -$90.5K 3.31% 5
2023
Q2 		$14.5M Sell
42,474
-321
-0.8% -$101K 3.39% 5
2023
Q1 		$12.3M Buy
42,795
+67
+0.2% +$17.1K 3.04% 6
2022
Q4 		$10.2M Sell
42,728
-79
-0.2% -$19K 2.76% 6
2022
Q3 		$9.97M Buy
42,807
+408
+1% +$108K 3% 5
2022
Q2 		$10.9M Buy
42,399
+443
+1% +$120K 3.21% 5
2022
Q1 		$12.9M Buy
41,956
+127
+0.3% +$38.2K 3.15% 4
2021
Q4 		$14.2M Buy
41,829
+581
+1% +$188K 3.44% 5
2021
Q3 		$11.6M Buy
41,248
+1,948
+5% +$567K 2.98% 6
2021
Q2 		$10.6M Buy
39,300
+854
+2% +$217K 2.74% 6
2021
Q1 		$9.06M Buy
38,446
+780
+2% +$181K 2.54% 6
2020
Q4 		$9.15M Buy
+37,666
New +$8.1M 2.49% 6

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

SOA Wealth Advisors increased its Microsoft (MSFT) stake by 33% in Q2 2026, buying an estimated $10.3M and bringing the position to 102,203 shares worth $12.5M. The position accounts for 2.11% of the portfolio, ranked #9.

SOA Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.7M in Q2 2024. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • SOA Wealth Advisors held 102,203 shares of Microsoft worth $12.5M as of Q2 2026.
  • SOA Wealth Advisors bought 25,426 Microsoft shares in Q2 2026, an estimated $10.3M.
  • Microsoft made up 2.11% of SOA Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • SOA Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Microsoft position peaked at $18.7M in Q2 2024.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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