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Wellspring Financial Advisors’s Microsoft MSFT Stock Holding History

Wellspring 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 		$13.3M Sell
484,667
-29,712
-6% -$12M 0.88% 20
2026
Q1 		$14.2M Sell
514,379
-507,721
-50% -$212M 1.07% 18
2025
Q4 		$16.1M Buy
1,022,100
+15,564
+2% +$7.8M 1.28% 17
2025
Q3 		$7.7M Buy
1,006,536
+91,748
+10% +$46.8M 0.71% 24
2025
Q2 		$7.83M Sell
914,788
-87,044
-9% -$37.8M 0.79% 22
2025
Q1 		$5.42M Buy
1,001,832
+8,380
+0.8% +$3.42M 0.6% 25
2024
Q4 		$5.85M Buy
993,452
+843,163
+561% +$359M 0.61% 23
2024
Q3 		$7.11M Buy
150,289
+136,980
+1,029% +$58.6M 0.85% 23
2024
Q2 		$5.95M Buy
13,309
+376
+3% +$159K 0.81% 22
2024
Q1 		$5.44M Buy
12,933
+1,181
+10% +$478K 0.86% 23
2023
Q4 		$4.42M Buy
11,752
+1,379
+13% +$491K 1.1% 25
2023
Q3 		$3.28M Buy
10,373
+1,356
+15% +$448K 0.96% 28
2023
Q2 		$3.07M Buy
9,017
+269
+3% +$84.3K 0.87% 28
2023
Q1 		$2.52M Sell
8,748
-978
-10% -$249K 0.75% 30
2022
Q4 		$2.33M Buy
9,726
+751
+8% +$180K 0.78% 30
2022
Q3 		$2.1M Buy
8,975
+267
+3% +$70.5K 0.78% 29
2022
Q2 		$2.24M Buy
8,708
+172
+2% +$46.7K 0.78% 29
2022
Q1 		$2.63M Buy
8,536
+42
+0.5% +$12.6K 0.78% 28
2021
Q4 		$2.86M Sell
8,494
-32
-0.4% -$10.4K 0.8% 28
2021
Q3 		$2.4M Buy
8,526
+409
+5% +$119K 0.72% 29
2021
Q2 		$2.2M Buy
8,117
+1,164
+17% +$296K 0.69% 30
2021
Q1 		$1.1M Sell
6,953
-1,382
-17% -$321K 0.53% 29
2020
Q4 		$1.85M Buy
8,335
+1,740
+26% +$374K 0.65% 30
2020
Q3 		$1.39M Sell
6,595
-385
-6% -$80.9K 0.54% 32
2020
Q2 		$1.42M Buy
6,980
+27
+0.4% +$4.9K 0.59% 30
2020
Q1 		$1.1M Buy
+6,953
New +$1.14M 0.53% 29

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Wellspring Financial Advisors reduced its Microsoft (MSFT) stake by 5.8% in Q2 2026, selling an estimated $12M and leaving 484,667 shares worth $13.3M. The position accounts for 0.88% of the portfolio, ranked #20.

Wellspring Financial Advisors first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $16.1M in Q4 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wellspring Financial Advisors held 484,667 shares of Microsoft worth $13.3M as of Q2 2026.
  • Wellspring Financial Advisors sold 29,712 Microsoft shares in Q2 2026, an estimated $12M.
  • Microsoft made up 0.88% of Wellspring Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Wellspring Financial Advisors first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
  • Wellspring Financial Advisors's Microsoft position peaked at $16.1M in Q4 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.