UIA
MSFT icon

Ulland Investment Advisors’s Microsoft MSFT Stock Holding History

Ulland 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 		$2M Buy
5,349
+308
+6% +$125K 1.47% 18
2026
Q1 		$1.87M Buy
5,041
+75
+2% +$31.4K 1.6% 17
2025
Q4 		$2.4M Sell
4,966
-223
-4% -$112K 1.92% 16
2025
Q3 		$2.69M Buy
5,189
+99
+2% +$50.5K 2.02% 14
2025
Q2 		$2.53M Sell
5,090
-748
-13% -$325K 1.93% 16
2025
Q1 		$2.19M Sell
5,838
-904
-13% -$369K 1.83% 20
2024
Q4 		$2.84M Buy
6,742
+473
+8% +$201K 1.81% 16
2024
Q3 		$2.7M Sell
6,269
-236
-4% -$101K 1.97% 16
2024
Q2 		$2.91M Buy
6,505
+392
+6% +$166K 2.02% 15
2024
Q1 		$2.57M Buy
6,113
+1,877
+44% +$760K 2.05% 16
2023
Q4 		$1.59M Buy
4,236
+1,924
+83% +$685K 1.61% 17
2023
Q3 		$730K Buy
2,312
+510
+28% +$169K 0.8% 30
2023
Q2 		$614K Hold
1,802
– – 0.63% 32
2023
Q1 		$520K Sell
1,802
-117
-6% -$29.8K 0.61% 33
2022
Q4 		$460K Hold
1,919
– – 0.55% 38
2022
Q3 		$447K Sell
1,919
-80
-4% -$21.1K 0.49% 40
2022
Q2 		$513K Hold
1,999
– – 0.53% 43
2022
Q1 		$616K Sell
1,999
-380
-16% -$114K 0.46% 41
2021
Q4 		$800K Buy
+2,379
New +$771K 0.51% 39

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

Ulland Investment Advisors's MSFT Position: Q2 2026 in Review

Ulland Investment Advisors increased its Microsoft (MSFT) stake by 6.1% in Q2 2026, buying an estimated $125K and bringing the position to 5,349 shares worth $2M. The position accounts for 1.47% of the portfolio, ranked #18.

Ulland Investment Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.91M in Q2 2024. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ulland Investment Advisors held 5,349 shares of Microsoft worth $2M as of Q2 2026.
  • Ulland Investment Advisors bought 308 Microsoft shares in Q2 2026, an estimated $125K.
  • Microsoft made up 1.47% of Ulland Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Ulland Investment Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Ulland Investment Advisors's Microsoft position peaked at $2.91M in Q2 2024.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.