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AAF Wealth Management’s Microsoft MSFT Stock Holding History

AAF Wealth Management’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 		$1.41M Buy
3,776
+48
+1% +$19.4K 0.52% 20
2026
Q1 		$1.38M Buy
3,728
+113
+3% +$47.3K 0.57% 18
2025
Q4 		$1.75M Buy
3,615
+1,220
+51% +$611K 0.74% 12
2025
Q3 		$1.24M Sell
2,395
-21
-0.9% -$10.7K 0.56% 16
2025
Q2 		$1.2M Buy
2,416
+517
+27% +$225K 0.55% 18
2025
Q1 		$713K Buy
1,899
+260
+16% +$106K 0.38% 23
2024
Q4 		$691K Hold
1,639
– – 0.35% 24
2024
Q3 		$705K Sell
1,639
-135
-8% -$57.7K 0.36% 19
2024
Q2 		$793K Buy
1,774
+221
+14% +$93.3K 0.41% 19
2024
Q1 		$653K Sell
1,553
-756
-33% -$306K 0.37% 21
2023
Q4 		$868K Buy
2,309
+742
+47% +$264K 0.51% 19
2023
Q3 		$495K Buy
1,567
+1
+0.1% +$330 0.32% 25
2023
Q2 		$533K Sell
1,566
-21
-1% -$6.58K 0.33% 24
2023
Q1 		$458K Sell
1,587
-219
-12% -$55.9K 0.3% 26
2022
Q4 		$433K Sell
1,806
-67
-4% -$16.1K 0.31% 23
2022
Q3 		$436K Buy
1,873
+16
+0.9% +$4.22K 0.35% 19
2022
Q2 		$477K Sell
1,857
-123
-6% -$33.4K 0.36% 19
2022
Q1 		$610K Buy
1,980
+45
+2% +$13.5K 0.4% 16
2021
Q4 		$651K Buy
1,935
+656
+51% +$213K 0.47% 12
2021
Q3 		$361K Buy
1,279
+32
+3% +$9.31K 0.27% 18
2021
Q2 		$338K Sell
1,247
-54
-4% -$13.7K 0.26% 19
2021
Q1 		$307K Sell
1,301
-440
-25% -$102K 0.26% 18
2020
Q4 		$387K Buy
+1,741
New +$374K 0.35% 18

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

AAF Wealth Management's MSFT Position: Q2 2026 in Review

AAF Wealth Management increased its Microsoft (MSFT) stake by 1.3% in Q2 2026, buying an estimated $19.4K and bringing the position to 3,776 shares worth $1.41M. The position accounts for 0.52% of the portfolio, ranked #20.

AAF Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.75M in Q4 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • AAF Wealth Management held 3,776 shares of Microsoft worth $1.41M as of Q2 2026.
  • AAF Wealth Management bought 48 Microsoft shares in Q2 2026, an estimated $19.4K.
  • Microsoft made up 0.52% of AAF Wealth Management's portfolio in Q2 2026, its #20 holding.
  • AAF Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • AAF Wealth Management's Microsoft position peaked at $1.75M in Q4 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on AAF Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.