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Warren Street Wealth Advisors’s Microsoft MSFT Stock Holding History

Warren Street 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 		$2.6M Sell
6,969
-1,484
-18% -$600K 0.58% 30
2026
Q1 		$3.13M Sell
8,453
-22
-0.3% -$9.21K 0.8% 26
2025
Q4 		$4.1M Sell
8,475
-1,768
-17% -$886K 1.17% 21
2025
Q3 		$5.31M Buy
10,243
+342
+3% +$174K 1.58% 17
2025
Q2 		$4.92M Buy
9,901
+742
+8% +$322K 1.62% 14
2025
Q1 		$3.44M Buy
9,159
+234
+3% +$95.4K 1.34% 18
2024
Q4 		$3.76M Buy
8,925
+238
+3% +$101K 1.54% 15
2024
Q3 		$3.74M Buy
8,687
+399
+5% +$171K 1.54% 16
2024
Q2 		$3.7M Sell
8,288
-204
-2% -$86.2K 1.84% 11
2024
Q1 		$3.57M Buy
8,492
+1,725
+25% +$698K 1.77% 11
2023
Q4 		$2.54M Buy
6,767
+956
+16% +$340K 1.44% 14
2023
Q3 		$1.83M Buy
5,811
+407
+8% +$134K 1.21% 15
2023
Q2 		$1.84M Buy
5,404
+655
+14% +$205K 1.21% 15
2023
Q1 		$1.37M Buy
4,749
+781
+20% +$199K 0.98% 16
2022
Q4 		$952K Sell
3,968
-43
-1% -$10.3K 0.76% 17
2022
Q3 		$934K Buy
4,011
+398
+11% +$105K 0.94% 17
2022
Q2 		$928K Buy
3,613
+917
+34% +$249K 0.9% 19
2022
Q1 		$831K Buy
2,696
+864
+47% +$260K 0.73% 23
2021
Q4 		$616K Buy
+1,832
New +$594K 0.57% 26

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Warren Street Wealth Advisors's MSFT Position: Q2 2026 in Review

Warren Street Wealth Advisors reduced its Microsoft (MSFT) stake by 18% in Q2 2026, selling an estimated $600K and leaving 6,969 shares worth $2.6M. The position accounts for 0.58% of the portfolio, ranked #30.

Warren Street Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.31M in Q3 2025. 2,768 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Warren Street Wealth Advisors held 6,969 shares of Microsoft worth $2.6M as of Q2 2026.
  • Warren Street Wealth Advisors sold 1,484 Microsoft shares in Q2 2026, an estimated $600K.
  • Microsoft made up 0.58% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Warren Street Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Warren Street Wealth Advisors's Microsoft position peaked at $5.31M in Q3 2025.
  • 2,768 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.