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Advus Financial Partners, LLC’s Microsoft MSFT Stock Holding History

Advus Financial Partners, LLC’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 		$3.96M Sell
10,625
-316
-3% -$128K 0.9% 25
2026
Q1 		$4.05M Buy
10,941
+780
+8% +$326K 1.01% 21
2025
Q4 		$4.91M Sell
10,161
-2,394
-19% -$1.2M 1.19% 18
2025
Q3 		$6.5M Sell
12,555
-406
-3% -$207K 1.56% 13
2025
Q2 		$6.45M Buy
12,961
+231
+2% +$100K 1.65% 11
2025
Q1 		$4.78M Sell
12,730
-35
-0.3% -$14.3K 1.34% 15
2024
Q4 		$5.38M Buy
12,765
+795
+7% +$339K 1.51% 12
2024
Q3 		$5.15M Sell
11,970
-49
-0.4% -$20.9K 1.47% 12
2024
Q2 		$5.37M Sell
12,019
-216
-2% -$91.2K 1.64% 12
2024
Q1 		$5.15M Sell
12,235
-541
-4% -$219K 1.59% 14
2023
Q4 		$4.8M Buy
12,776
+299
+2% +$106K 1.65% 13
2023
Q3 		$3.94M Buy
12,477
+225
+2% +$74.3K 1.55% 15
2023
Q2 		$4.17M Buy
12,252
+295
+2% +$92.5K 1.61% 15
2023
Q1 		$3.45M Buy
11,957
+284
+2% +$72.4K 1.43% 17
2022
Q4 		$2.8M Sell
11,673
-90
-0.8% -$21.6K 1.22% 20
2022
Q3 		$2.74M Buy
11,763
+1,476
+14% +$390K 1.46% 16
2022
Q2 		$2.64M Buy
10,287
+1,029
+11% +$279K 1.39% 17
2022
Q1 		$2.85M Buy
+9,258
New +$2.79M 1.46% 15
2021
Q3 		$2.63M Buy
+7,814
New +$2.27M 1.45% 14

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advus Financial Partners, LLC's MSFT Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Microsoft (MSFT) stake by 2.9% in Q2 2026, selling an estimated $128K and leaving 10,625 shares worth $3.96M. The position accounts for 0.9% of the portfolio, ranked #25.

Advus Financial Partners, LLC first reported a position in MSFT in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.5M in Q3 2025. 6,206 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Advus Financial Partners, LLC held 10,625 shares of Microsoft worth $3.96M as of Q2 2026.
  • Advus Financial Partners, LLC sold 316 Microsoft shares in Q2 2026, an estimated $128K.
  • Microsoft made up 0.9% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #25 holding.
  • Advus Financial Partners, LLC first reported a position in Microsoft in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Microsoft position peaked at $6.5M in Q3 2025.
  • 6,206 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.