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Toth Financial Advisory’s Microsoft MSFT Stock Holding History

Toth Financial Advisory’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
2021
Q2 		– Sell
-100
Closed -$24K – 723
2021
Q1 		$24K Buy
+100
New +$23.2K ﹤0.01% 360
2019
Q1 		– Sell
-100
Closed -$10K – 446
2018
Q4 		$10K Buy
+100
New +$10.7K ﹤0.01% 281

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Toth Financial Advisory's MSFT Position: Q2 2026 in Review

Toth Financial Advisory reduced its Microsoft (MSFT) stake by 0.24% in Q2 2026, selling an estimated $54.6K and leaving 56,630 shares worth $21.1M. The position accounts for 2.06% of the portfolio, ranked #7.

Toth Financial Advisory first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $31.5M in Q3 2025. 2,566 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Toth Financial Advisory held 56,630 shares of Microsoft worth $21.1M as of Q2 2026.
  • Toth Financial Advisory sold 135 Microsoft shares in Q2 2026, an estimated $54.6K.
  • Microsoft made up 2.06% of Toth Financial Advisory's portfolio in Q2 2026, its #7 holding.
  • Toth Financial Advisory first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • Toth Financial Advisory's Microsoft position peaked at $31.5M in Q3 2025.
  • 2,566 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.