Strategic Point Investment Advisors’s Microsoft MSFT Stock Holding History

Strategic Point Investment 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	$356K	Buy	954 +75	+9%	+$30.3K	0.05%	30
2026 Q1	$325K	Sell	879 -82	-9%	-$34.3K	0.05%	28
2025 Q4	$465K	Hold	961	–	–	0.06%	28
2025 Q3	$498K	Sell	961 -40	-4%	-$20.4K	0.07%	28
2025 Q2	$498K	Buy	1,001 +15	+2%	+$6.51K	0.08%	28
2025 Q1	$370K	Hold	986	–	–	0.06%	28
2024 Q4	$416K	Hold	986	–	–	0.07%	28
2024 Q3	$424K	Hold	986	–	–	0.07%	28
2024 Q2	$441K	Buy	986 +67	+7%	+$28.3K	0.08%	28
2024 Q1	$387K	Sell	919 -20	-2%	-$8.1K	0.07%	28
2023 Q4	$353K	Sell	939 -129	-12%	-$45.9K	0.07%	29
2023 Q3	$337K	Buy	1,068 +180	+20%	+$59.5K	0.07%	31
2023 Q2	$302K	Hold	888	–	–	0.06%	30
2023 Q1	$256K	Buy	+888	New	+$227K	0.06%	28
2021 Q4	–	Sell	-404	Closed	-$114K	–	27
2021 Q3	$114K	Hold	404	–	–	0.03%	27
2021 Q2	$109K	Buy	+404	New	+$103K	0.03%	30

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Strategic Point Investment Advisors's MSFT Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its Microsoft (MSFT) stake by 8.5% in Q2 2026, buying an estimated $30.3K and bringing the position to 954 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #30.

Strategic Point Investment Advisors first reported a position in MSFT in Q2 2021 and has held it in 16 quarters since. The position peaked at $498K in Q2 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Strategic Point Investment Advisors held 954 shares of Microsoft worth $356K as of Q2 2026.
Strategic Point Investment Advisors bought 75 Microsoft shares in Q2 2026, an estimated $30.3K.
Microsoft made up 0.05% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #30 holding.
Strategic Point Investment Advisors first reported a position in Microsoft in Q2 2021 and has held it in 16 quarters since.
Strategic Point Investment Advisors's Microsoft position peaked at $498K in Q2 2025.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.