Your Advocates Ltd
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Your Advocates Ltd’s Microsoft MSFT Stock Holding History

Your Advocates Ltd’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
Q3 		$255K Buy
496
+5
+1% +$2.31K 0.07% 26
2026
Q2 		$183K Buy
491
+5
+1% +$2.02K 0.05% 29
2026
Q1 		$180K Sell
486
-28
-5% -$11.7K 0.05% 29
2025
Q4 		$249K Buy
514
+37
+8% +$18.5K 0.08% 26
2025
Q3 		$247K Buy
477
+7
+1% +$3.57K 0.08% 26
2025
Q2 		$234K Buy
470
+6
+1% +$2.61K 0.08% 25
2025
Q1 		$174K Buy
464
+10
+2% +$4.08K 0.07% 29
2024
Q4 		$191K Buy
454
+1
+0.2% +$426 0.08% 28
2024
Q3 		$195K Buy
453
+2
+0.4% +$855 0.08% 27
2024
Q2 		$202K Sell
451
-116
-20% -$49K 0.08% 27
2024
Q1 		$239K Sell
567
-25
-4% -$10.1K 0.1% 27
2023
Q4 		$223K Hold
592
– – 0.09% 28
2023
Q3 		$187K Hold
592
– – 0.11% 30
2023
Q2 		$202K Hold
592
– – 0.1% 29
2023
Q1 		$171K Hold
592
– – 0.09% 30
2022
Q4 		$142K Hold
592
– – 0.08% 32
2022
Q3 		$138K Hold
592
– – 0.08% 30
2022
Q2 		$152K Hold
592
– – 0.09% 28
2022
Q1 		$183K Hold
592
– – 0.1% 30
2021
Q4 		$199K Sell
592
-64
-10% -$20.7K 0.11% 28
2021
Q3 		$185K Sell
656
-739
-53% -$215K 0.12% 25
2021
Q2 		$378K Buy
+1,395
New +$355K 0.25% 19
2021
Q1 		– Sell
-1
Closed – – 146
2020
Q4 		$0 Sell
1
-50
-98% -$10.8K ﹤0.01% 149
2020
Q3 		$11K Sell
51
-300
-85% -$63K 0.01% 73
2020
Q2 		$71K Buy
351
+300
+588% +$54.5K 0.05% 36
2020
Q1 		$8K Buy
+51
New +$8.39K 0.01% 72

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Your Advocates Ltd's MSFT Position: Q3 2026 in Review

Your Advocates Ltd increased its Microsoft (MSFT) stake by 1% in Q3 2026, buying an estimated $2.31K and bringing the position to 496 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #26.

Your Advocates Ltd first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $378K in Q2 2021. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Your Advocates Ltd held 496 shares of Microsoft worth $255K as of Q3 2026.
  • Your Advocates Ltd bought 5 Microsoft shares in Q3 2026, an estimated $2.31K.
  • Microsoft made up 0.07% of Your Advocates Ltd's portfolio in Q3 2026, its #26 holding.
  • Your Advocates Ltd first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
  • Your Advocates Ltd's Microsoft position peaked at $378K in Q2 2021.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Your Advocates Ltd's 13F filing for Q3 2026, filed 3 Nov 2026.