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Wetzel Investment Advisors’s Microsoft MSFT Stock Holding History

Wetzel Investment 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 		$1.46M Sell
3,910
-118
-3% -$47.7K 0.51% 36
2026
Q1 		$1.49M Sell
4,028
-447
-10% -$187K 0.59% 30
2025
Q4 		$2.16M Sell
4,475
-100
-2% -$50.1K 0.88% 25
2025
Q3 		$2.37M Sell
4,575
-14
-0.3% -$7.14K 1.01% 24
2025
Q2 		$2.28M Sell
4,589
-80
-2% -$34.7K 1.04% 24
2025
Q1 		$1.75M Sell
4,669
-152
-3% -$62K 0.88% 28
2024
Q4 		$2.03M Sell
4,821
-20
-0.4% -$8.52K 1.01% 26
2024
Q3 		$2.08M Sell
4,841
-10
-0.2% -$4.28K 1.05% 25
2024
Q2 		$2.03M Buy
4,851
+8
+0.2% +$3.38K 1.16% 22
2024
Q1 		$1.96M Sell
4,843
-74
-2% -$30K 1.15% 22
2023
Q4 		$1.85M Buy
+4,917
New +$1.75M 1.14% 22

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

Wetzel Investment Advisors's MSFT Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Microsoft (MSFT) stake by 2.9% in Q2 2026, selling an estimated $47.7K and leaving 3,910 shares worth $1.46M. The position accounts for 0.51% of the portfolio, ranked #36.

Wetzel Investment Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.37M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wetzel Investment Advisors held 3,910 shares of Microsoft worth $1.46M as of Q2 2026.
  • Wetzel Investment Advisors sold 118 Microsoft shares in Q2 2026, an estimated $47.7K.
  • Microsoft made up 0.51% of Wetzel Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • Wetzel Investment Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Wetzel Investment Advisors's Microsoft position peaked at $2.37M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.