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Southern Capital Advisors’s Microsoft MSFT Stock Holding History

Southern Capital 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 		$1.66M Sell
4,451
-8
-0.2% -$3.24K 0.69% 22
2026
Q1 		$1.65M Sell
4,459
-62
-1% -$25.9K 0.77% 25
2025
Q4 		$2.19M Buy
4,521
+23
+0.5% +$11.5K 1.01% 21
2025
Q3 		$2.33M Sell
4,498
-40
-0.9% -$20.4K 1.09% 21
2025
Q2 		$2.26M Sell
4,538
-4,562
-50% -$1.98M 1.15% 20
2025
Q1 		$3.42M Buy
9,100
+375
+4% +$153K 1.89% 16
2024
Q4 		$3.68M Buy
8,725
+293
+3% +$125K 2.03% 16
2024
Q3 		$3.63M Buy
8,432
+1,128
+15% +$482K 2.04% 15
2024
Q2 		$3.26M Sell
7,304
-370
-5% -$156K 2.01% 15
2024
Q1 		$3.23M Sell
7,674
-54
-0.7% -$21.9K 1.96% 15
2023
Q4 		$2.91M Sell
7,728
-372
-5% -$132K 2.06% 15
2023
Q3 		$2.56M Buy
8,100
+269
+3% +$88.9K 2.13% 12
2023
Q2 		$2.67M Sell
7,831
-651
-8% -$204K 2.04% 12
2023
Q1 		$2.45M Sell
8,482
-51
-0.6% -$13K 1.81% 13
2022
Q4 		$2.05M Buy
8,533
+258
+3% +$61.9K 1.58% 18
2022
Q3 		$1.93M Sell
8,275
-117
-1% -$30.9K 1.58% 17
2022
Q2 		$2.15M Buy
8,392
+371
+5% +$101K 1.71% 14
2022
Q1 		$2.47M Sell
8,021
-457
-5% -$137K 1.69% 14
2021
Q4 		$2.85M Buy
+8,478
New +$2.75M 1.76% 16

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
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Southern Capital Advisors's MSFT Position: Q2 2026 in Review

Southern Capital Advisors reduced its Microsoft (MSFT) stake by 0.18% in Q2 2026, selling an estimated $3.24K and leaving 4,451 shares worth $1.66M. The position accounts for 0.69% of the portfolio, ranked #22.

Southern Capital Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.68M in Q4 2024. 2,761 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Southern Capital Advisors held 4,451 shares of Microsoft worth $1.66M as of Q2 2026.
  • Southern Capital Advisors sold 8 Microsoft shares in Q2 2026, an estimated $3.24K.
  • Microsoft made up 0.69% of Southern Capital Advisors's portfolio in Q2 2026, its #22 holding.
  • Southern Capital Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Southern Capital Advisors's Microsoft position peaked at $3.68M in Q4 2024.
  • 2,761 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.