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Wisconsin Wealth Advisors’s Microsoft MSFT Stock Holding History

Wisconsin 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 		$2.11M Sell
5,665
-56
-1% -$22.7K 1.81% 17
2026
Q1 		$2.12M Buy
5,721
+726
+15% +$304K 2.08% 16
2025
Q4 		$2.42M Buy
4,995
+1
+0% +$501 2.37% 11
2025
Q3 		$2.59M Sell
4,994
-21
-0.4% -$10.7K 2.46% 9
2025
Q2 		$2.49M Sell
5,015
-64
-1% -$27.8K 2.87% 8
2025
Q1 		$1.91M Buy
5,079
+262
+5% +$107K 2.74% 9
2024
Q4 		$2.03M Buy
+4,817
New +$2.05M 2.99% 9

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wisconsin Wealth Advisors's MSFT Position: Q2 2026 in Review

Wisconsin Wealth Advisors reduced its Microsoft (MSFT) stake by 0.98% in Q2 2026, selling an estimated $22.7K and leaving 5,665 shares worth $2.11M. The position accounts for 1.81% of the portfolio, ranked #17.

Wisconsin Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.59M in Q3 2025. 1,484 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wisconsin Wealth Advisors held 5,665 shares of Microsoft worth $2.11M as of Q2 2026.
  • Wisconsin Wealth Advisors sold 56 Microsoft shares in Q2 2026, an estimated $22.7K.
  • Microsoft made up 1.81% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Wisconsin Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Wisconsin Wealth Advisors's Microsoft position peaked at $2.59M in Q3 2025.
  • 1,484 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.