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Tectonic Advisors’s Microsoft MSFT Stock Holding History

Tectonic 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 		$3.7M Buy
9,917
+1,604
+19% +$649K 0.18% 86
2026
Q1 		$3.08M Sell
8,313
-1,811
-18% -$758K 0.16% 86
2025
Q4 		$4.9M Buy
10,124
+52
+0.5% +$26.1K 0.26% 76
2025
Q3 		$5.22M Sell
10,072
-1,930
-16% -$985K 0.28% 74
2025
Q2 		$5.97M Sell
12,002
-998
-8% -$433K 0.35% 68
2025
Q1 		$4.88M Buy
13,000
+312
+2% +$127K 0.31% 75
2024
Q4 		$5.35M Buy
12,688
+2,020
+19% +$860K 0.35% 74
2024
Q3 		$4.59M Sell
10,668
-720
-6% -$308K 0.3% 75
2024
Q2 		$5.09M Sell
11,388
-78
-0.7% -$32.9K 0.37% 61
2024
Q1 		$4.82M Sell
11,466
-496
-4% -$201K 0.37% 60
2023
Q4 		$4.5M Buy
11,962
+1,556
+15% +$554K 0.38% 57
2023
Q3 		$3.29M Sell
10,406
-94
-0.9% -$31.1K 0.31% 72
2023
Q2 		$3.58M Sell
10,500
-543
-5% -$170K 0.44% 53
2023
Q1 		$3.18M Buy
11,043
+30
+0.3% +$7.65K 0.44% 55
2022
Q4 		$2.64M Buy
11,013
+546
+5% +$131K 0.41% 54
2022
Q3 		$2.44M Buy
10,467
+37
+0.4% +$9.77K 0.45% 42
2022
Q2 		$2.68M Buy
10,430
+10
+0.1% +$2.71K 0.49% 38
2022
Q1 		$3.21M Sell
10,420
-110
-1% -$33.1K 0.55% 33
2021
Q4 		$3.54M Buy
10,530
+62
+0.6% +$20.1K 0.63% 27
2021
Q3 		$2.95M Sell
10,468
-2,452
-19% -$713K 0.58% 30
2021
Q2 		$3.5M Sell
12,920
-1,026
-7% -$261K 0.72% 27
2021
Q1 		$3.29M Sell
13,946
-1,498
-10% -$348K 0.82% 24
2020
Q4 		$3.44M Buy
+15,444
New +$3.32M 0.94% 24

Other funds holding MSFT

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Tectonic Advisors's MSFT Position: Q2 2026 in Review

Tectonic Advisors increased its Microsoft (MSFT) stake by 19% in Q2 2026, buying an estimated $649K and bringing the position to 9,917 shares worth $3.7M. The position accounts for 0.18% of the portfolio, ranked #86.

Tectonic Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.97M in Q2 2025. 1,272 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Tectonic Advisors held 9,917 shares of Microsoft worth $3.7M as of Q2 2026.
  • Tectonic Advisors bought 1,604 Microsoft shares in Q2 2026, an estimated $649K.
  • Microsoft made up 0.18% of Tectonic Advisors's portfolio in Q2 2026, its #86 holding.
  • Tectonic Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Tectonic Advisors's Microsoft position peaked at $5.97M in Q2 2025.
  • 1,272 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.