Valeo Financial Advisors’s Microsoft MSFT Stock Holding History

Valeo 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	$55.5K	Hold	700	–	–	﹤0.01%	810
2026 Q1	$191K	Buy	700 +400	+133%	+$167K	﹤0.01%	697
2025 Q4	$100K	Buy	300 +200	+200%	+$100K	﹤0.01%	792
2025 Q3	$3.81K	Hold	100	–	–	﹤0.01%	823
2025 Q2	$5.28K	Buy	+100	New	+$43.4K	﹤0.01%	780
2022 Q4	–	Sell	-2,800	Closed	-$640K	–	590
2022 Q3	$640K	Sell	2,800 -400	-13%	-$106K	0.04%	223
2022 Q2	$817K	Buy	3,200 +3,100	+3,100%	+$841K	0.05%	188
2022 Q1	$31K	Hold	100	–	–	﹤0.01%	610
2021 Q4	$34K	Sell	100 -200	-67%	-$64.8K	﹤0.01%	575
2021 Q3	$85K	Buy	+300	New	+$87.3K	﹤0.01%	538
2021 Q2	–	Sell	-500	Closed	-$118K	–	1303
2021 Q1	$118K	Buy	+500	New	+$116K	0.01%	563
2020 Q3	–	Sell	-1,300	Closed	-$265K	–	1939
2020 Q2	$265K	Buy	1,300 +1,000	+333%	+$182K	0.02%	274
2020 Q1	$50K	Buy	+300	New	+$49.3K	0.01%	604

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Valeo Financial Advisors increased its Microsoft (MSFT) stake by 1.8% in Q2 2026, buying an estimated $1.29M and bringing the position to 179,265 shares worth $66.9M. The position accounts for 1.41% of the portfolio, ranked #17.

Valeo Financial Advisors first reported a position in MSFT in Q3 2017 and has held it in 36 quarters since. The position peaked at $107M in Q3 2025. 1,685 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Valeo Financial Advisors held 179,265 shares of Microsoft worth $66.9M as of Q2 2026.
Valeo Financial Advisors bought 3,192 Microsoft shares in Q2 2026, an estimated $1.29M.
Microsoft made up 1.41% of Valeo Financial Advisors's portfolio in Q2 2026, its #17 holding.
Valeo Financial Advisors first reported a position in Microsoft in Q3 2017 and has held it in 36 quarters since.
Valeo Financial Advisors's Microsoft position peaked at $107M in Q3 2025.
1,685 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.