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Uptown Financial Advisors’s Microsoft MSFT Stock Holding History

Uptown 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 		$717K Buy
1,922
+32
+2% +$12.9K 0.47% 35
2026
Q1 		$700K Buy
1,890
+11
+0.6% +$4.6K 0.56% 32
2025
Q4 		$909K Hold
1,879
– – 0.65% 28
2025
Q3 		$973K Hold
1,879
– – 0.8% 25
2025
Q2 		$935K Buy
1,879
+2
+0.1% +$869 0.8% 26
2025
Q1 		$705K Buy
1,877
+186
+11% +$75.8K 0.72% 30
2024
Q4 		$713K Buy
+1,691
New +$720K 0.77% 25

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Uptown Financial Advisors increased its Microsoft (MSFT) stake by 1.7% in Q2 2026, buying an estimated $12.9K and bringing the position to 1,922 shares worth $717K. The position accounts for 0.47% of the portfolio, ranked #35.

Uptown Financial Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $973K in Q3 2025. 1,685 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Uptown Financial Advisors held 1,922 shares of Microsoft worth $717K as of Q2 2026.
  • Uptown Financial Advisors bought 32 Microsoft shares in Q2 2026, an estimated $12.9K.
  • Microsoft made up 0.47% of Uptown Financial Advisors's portfolio in Q2 2026, its #35 holding.
  • Uptown Financial Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Uptown Financial Advisors's Microsoft position peaked at $973K in Q3 2025.
  • 1,685 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.