Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Microsoft MSFT Stock Holding History

Wealth Enhancement Advisory Services’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 		$951M Buy
2,702,786
+344,433
+15% +$139M 1.59% 6
2026
Q1 		$799M Sell
2,358,353
-657,837
-22% -$275M 1.63% 6
2025
Q4 		$1.44B Buy
3,016,190
+71,739
+2% +$36M 1.96% 7
2025
Q3 		$1.54B Buy
2,944,451
+30,325
+1% +$15.5M 2.33% 4
2025
Q2 		$1.45B Buy
2,914,126
+226,015
+8% +$98.2M 2.4% 4
2025
Q1 		$1.01B Buy
2,688,111
+89,831
+3% +$36.6M 1.93% 4
2024
Q4 		$1.1B Buy
2,598,280
+312,489
+14% +$133M 2.1% 4
2024
Q3 		$984M Buy
2,285,791
+58,582
+3% +$25M 2.11% 4
2024
Q2 		$995M Buy
2,227,209
+134,521
+6% +$56.8M 2.36% 4
2024
Q1 		$880M Buy
2,092,688
+45,340
+2% +$18.4M 2.28% 4
2023
Q4 		$770M Buy
2,047,348
+50,630
+3% +$18M 2.24% 4
2023
Q3 		$630M Buy
1,996,718
+1,827,828
+1,082% +$604M 2.07% 4
2023
Q2 		$57.5M Sell
168,890
-4,404
-3% -$1.38M 0.62% 28
2023
Q1 		$50M Buy
173,294
+57,218
+49% +$14.6M 0.58% 32
2022
Q4 		$28.2M Sell
116,076
-13,806
-11% -$3.31M 0.36% 48
2022
Q3 		$30.4M Sell
129,882
-14,757
-10% -$3.9M 0.44% 41
2022
Q2 		$38.7M Buy
144,639
+10,524
+8% +$2.86M 0.54% 37
2022
Q1 		$42.2M Buy
134,115
+7,210
+6% +$2.17M 0.57% 36
2021
Q4 		$38.8M Buy
126,905
+8,761
+7% +$2.84M 0.56% 38
2021
Q3 		$36.6M Buy
118,144
+3,402
+3% +$990K 0.54% 39
2021
Q2 		$32.2M Buy
114,742
+6,910
+6% +$1.76M 0.52% 41
2021
Q1 		$26.7M Buy
107,832
+1,739
+2% +$403K 0.49% 42
2020
Q4 		$22.6M Buy
106,093
+53,188
+101% +$11.4M 0.51% 34
2020
Q3 		$11.7M Sell
52,905
-48,622
-48% -$10.2M 0.31% 40
2020
Q2 		$21.5M Buy
101,527
+51,331
+102% +$9.32M 0.62% 31
2020
Q1 		$8.52M Sell
50,196
-12,613
-20% -$2.07M 0.3% 45
2019
Q4 		$9.91M Sell
62,809
-1,626
-3% -$239K 0.35% 44
2019
Q3 		$9M Sell
64,435
-6,239
-9% -$858K 0.36% 41
2019
Q2 		$9.97M Buy
70,674
+2,802
+4% +$356K 0.44% 33
2019
Q1 		$8.51M Sell
67,872
-4,609
-6% -$503K 0.48% 31
2018
Q4 		$7.81M Buy
72,481
+5,366
+8% +$575K 0.49% 32
2018
Q3 		$6.87M Buy
67,115
+8,550
+15% +$927K 0.41% 32
2018
Q2 		$5.98M Buy
58,565
+15,304
+35% +$1.48M 0.37% 35
2018
Q1 		$4.05M Sell
43,261
-145
-0.3% -$13.3K 0.27% 42
2017
Q4 		$3.89M Buy
43,406
+4,183
+11% +$343K 0.28% 42
2017
Q3 		$2.98M Buy
39,223
+8,647
+28% +$632K 0.25% 50
2017
Q2 		$2.15M Sell
30,576
-14,286
-32% -$981K 0.2% 60
2017
Q1 		$2.93M Sell
44,862
-8,271
-16% -$530K 0.31% 48
2016
Q4 		$3.3M Buy
53,133
+8,299
+19% +$499K 0.4% 42
2016
Q3 		$2.58M Buy
+44,834
New +$2.53M 0.39% 40

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services's MSFT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $139M and bringing the position to 2,702,786 shares worth $951M. The position accounts for 1.59% of the portfolio, ranked #6.

Wealth Enhancement Advisory Services first reported a position in MSFT in Q3 2016 and has held it in 40 quarters since. The position peaked at $1.54B in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,702,786 shares of Microsoft worth $951M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 344,433 Microsoft shares in Q2 2026, an estimated $139M.
  • Microsoft made up 1.59% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #6 holding.
  • Wealth Enhancement Advisory Services first reported a position in Microsoft in Q3 2016 and has held it in 40 quarters since.
  • Wealth Enhancement Advisory Services's Microsoft position peaked at $1.54B in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.