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Unify Financial Advisors’s Microsoft MSFT Stock Holding History

Unify 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 		$1.28M Buy
3,419
+77
+2% +$31.2K 1.18% 22
2026
Q1 		$1.24M Buy
3,342
+260
+8% +$109K 1.28% 20
2025
Q4 		$1.49M Buy
+3,082
New +$1.54M 1.55% 19

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
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
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
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

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

Unify Financial Advisors increased its Microsoft (MSFT) stake by 2.3% in Q2 2026, buying an estimated $31.2K and bringing the position to 3,419 shares worth $1.28M. The position accounts for 1.18% of the portfolio, ranked #22.

Unify Financial Advisors first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.49M in Q4 2025. 1,741 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Unify Financial Advisors held 3,419 shares of Microsoft worth $1.28M as of Q2 2026.
  • Unify Financial Advisors bought 77 Microsoft shares in Q2 2026, an estimated $31.2K.
  • Microsoft made up 1.18% of Unify Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Unify Financial Advisors first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's Microsoft position peaked at $1.49M in Q4 2025.
  • 1,741 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.