Valued Wealth Advisors’s Microsoft MSFT Stock Holding History

Valued Wealth 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	$545K	Buy	1,462 +54	+4%	+$21.8K	0.2%	30
2026 Q1	$521K	Sell	1,408 -176	-11%	-$73.6K	0.21%	27
2025 Q4	$766K	Buy	1,584 +95	+6%	+$47.6K	0.34%	24
2025 Q3	$771K	Hold	1,489	–	–	0.36%	23
2025 Q2	$740K	Buy	1,489 +28	+2%	+$12.2K	0.39%	22
2025 Q1	$549K	Sell	1,461 -131	-8%	-$53.4K	0.33%	26
2024 Q4	$671K	Sell	1,592 -29	-2%	-$12.4K	0.42%	21
2024 Q3	$698K	Sell	1,621 -66	-4%	-$28.2K	0.45%	21
2024 Q2	$754K	Buy	1,687 +203	+14%	+$85.7K	0.52%	18
2024 Q1	$624K	Buy	1,484 +460	+45%	+$186K	0.44%	21
2023 Q4	$323K	Buy	+1,024	New	+$364K	0.3%	23

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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

Valued Wealth Advisors's MSFT Position: Q2 2026 in Review

Valued Wealth Advisors increased its Microsoft (MSFT) stake by 3.8% in Q2 2026, buying an estimated $21.8K and bringing the position to 1,462 shares worth $545K. The position accounts for 0.2% of the portfolio, ranked #30.

Valued Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $771K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Valued Wealth Advisors held 1,462 shares of Microsoft worth $545K as of Q2 2026.
Valued Wealth Advisors bought 54 Microsoft shares in Q2 2026, an estimated $21.8K.
Microsoft made up 0.2% of Valued Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Valued Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Microsoft position peaked at $771K in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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