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 		$11.2M Buy
+31,900
New +$12.9M 0.02% 626
2025
Q4 		– Sell
-28,634
Closed -$333K – 3749
2025
Q3 		$333K Buy
28,634
+6,134
+27% +$3.13M ﹤0.01% 2696
2025
Q2 		$5.85K Sell
22,500
-6,900
-23% -$3M ﹤0.01% 3373
2025
Q1 		$924K Buy
29,400
+5,800
+25% +$2.36M ﹤0.01% 1638
2024
Q4 		$352K Sell
23,600
-4,100
-15% -$1.75M ﹤0.01% 2246
2024
Q3 		$377K Buy
27,700
+26,300
+1,879% +$11.2M ﹤0.01% 2025
2024
Q2 		$1.93K Buy
1,400
+1,300
+1,300% +$549K ﹤0.01% 2575
2024
Q1 		$263 Buy
+100
New +$40.5K ﹤0.01% 2478
2023
Q4 		– Sell
-10,700
Closed -$127K – 2404
2023
Q3 		$127K Buy
+10,700
New +$3.54M ﹤0.01% 2070

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
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

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. 1,484 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.
  • 1,484 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.