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Teamwork Financial Advisors’s Microsoft MSFT Stock Holding History

Teamwork Financial 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 		$23.2M Sell
62,278
-1,338
-2% -$541K 2.11% 11
2026
Q1 		$23.5M Buy
63,616
+4,231
+7% +$1.77M 2.49% 4
2025
Q4 		$28.7M Buy
59,385
+2,819
+5% +$1.41M 2.9% 4
2025
Q3 		$29.3M Sell
56,566
-11,327
-17% -$5.78M 3.02% 5
2025
Q2 		$33.8M Buy
67,893
+27,499
+68% +$11.9M 3.91% 6
2025
Q1 		$15.2M Sell
40,394
-35,250
-47% -$14.4M 2.02% 23
2024
Q4 		$31.9M Buy
75,644
+1,193
+2% +$508K 4.14% 4
2024
Q3 		$32M Buy
74,451
+3,674
+5% +$1.57M 4.44% 4
2024
Q2 		$31.6M Sell
70,777
-18,229
-20% -$7.7M 4.69% 4
2024
Q1 		$37.4M Sell
89,006
-26,766
-23% -$10.8M 5.76% 2
2023
Q4 		$43.5M Buy
115,772
+1,136
+1% +$404K 7.47% 2
2023
Q3 		$36.2M Buy
114,636
+8,169
+8% +$2.7M 5.91% 3
2023
Q2 		$36.3M Buy
106,467
+19,891
+23% +$6.23M 5.89% 2
2023
Q1 		$25M Sell
86,576
-9,747
-10% -$2.49M 4.61% 2
2022
Q4 		$23.1M Sell
96,323
-18,342
-16% -$4.4M 4.65% 3
2022
Q3 		$26.7M Buy
114,665
+13,885
+14% +$3.67M 5.76% 3
2022
Q2 		$25.9M Buy
100,780
+7,433
+8% +$2.02M 5.65% 3
2022
Q1 		$28.8M Buy
93,347
+59,559
+176% +$17.9M 5.36% 2
2021
Q4 		$11.4M Buy
33,788
+7,679
+29% +$2.49M 2.09% 6
2021
Q3 		$7.36M Buy
26,109
+7,576
+41% +$2.2M 1.45% 11
2021
Q2 		$5.02M Buy
18,533
+790
+4% +$201K 1.03% 15
2021
Q1 		$4.18M Sell
17,743
-574
-3% -$133K 0.98% 17
2020
Q4 		$4.07M Buy
18,317
+1,419
+8% +$305K 0.97% 15
2020
Q3 		$3.55M Sell
16,898
-3,531
-17% -$742K 1.1% 12
2020
Q2 		$4.16M Buy
20,429
+2,458
+14% +$446K 1.49% 12
2020
Q1 		$2.83M Buy
17,971
+7,758
+76% +$1.28M 1.76% 11
2019
Q4 		$1.61M Buy
+10,213
New +$1.5M 0.96% 22

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Teamwork Financial Advisors's MSFT Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Microsoft (MSFT) stake by 2.1% in Q2 2026, selling an estimated $541K and leaving 62,278 shares worth $23.2M. The position accounts for 2.11% of the portfolio, ranked #11.

Teamwork Financial Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $43.5M in Q4 2023. 3,848 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Teamwork Financial Advisors held 62,278 shares of Microsoft worth $23.2M as of Q2 2026.
  • Teamwork Financial Advisors sold 1,338 Microsoft shares in Q2 2026, an estimated $541K.
  • Microsoft made up 2.11% of Teamwork Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Teamwork Financial Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Teamwork Financial Advisors's Microsoft position peaked at $43.5M in Q4 2023.
  • 3,848 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.