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Accel Wealth Management’s Microsoft MSFT Stock Holding History

Accel 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 		$3.5M Sell
9,394
-101
-1% -$40.9K 0.79% 36
2026
Q1 		$3.51M Sell
9,495
-115
-1% -$48.1K 0.92% 27
2025
Q4 		$4.65M Sell
9,610
-18
-0.2% -$9.02K 1.27% 19
2025
Q3 		$4.99M Sell
9,628
-105
-1% -$53.6K 1.45% 15
2025
Q2 		$4.84M Buy
9,733
+203
+2% +$88.2K 1.62% 13
2025
Q1 		$3.58M Sell
9,530
-64
-0.7% -$26.1K 1.29% 14
2024
Q4 		$4.04M Sell
9,594
-77
-0.8% -$32.8K 1.53% 13
2024
Q3 		$4.16M Buy
9,671
+332
+4% +$142K 1.55% 14
2024
Q2 		$4.17M Buy
9,339
+2,292
+33% +$968K 1.67% 15
2024
Q1 		$2.96M Buy
7,047
+758
+12% +$307K 1.26% 18
2023
Q4 		$2.36M Buy
6,289
+622
+11% +$221K 1.19% 21
2023
Q3 		$1.79M Buy
5,667
+528
+10% +$174K 1% 27
2023
Q2 		$1.75M Buy
5,139
+200
+4% +$62.7K 0.96% 26
2023
Q1 		$1.42M Sell
4,939
-27
-0.5% -$6.89K 0.58% 49
2022
Q4 		$1.19M Sell
4,966
-238
-5% -$57.1K 0.57% 49
2022
Q3 		$1.29M Sell
5,204
-462
-8% -$122K 0.69% 39
2022
Q2 		$1.46M Buy
5,666
+616
+12% +$167K 0.84% 31
2022
Q1 		$1.56M Sell
5,050
-354
-7% -$107K 0.81% 35
2021
Q4 		$1.82M Buy
5,404
+818
+18% +$265K 0.89% 33
2021
Q3 		$1.29M Buy
4,586
+174
+4% +$50.6K 0.84% 33
2021
Q2 		$1.2M Buy
4,412
+101
+2% +$25.7K 0.79% 33
2021
Q1 		$1.02M Buy
4,311
+243
+6% +$56.4K 0.82% 27
2020
Q4 		$905K Buy
+4,068
New +$875K 0.84% 24

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Accel Wealth Management reduced its Microsoft (MSFT) stake by 1.1% in Q2 2026, selling an estimated $40.9K and leaving 9,394 shares worth $3.5M. The position accounts for 0.79% of the portfolio, ranked #36.

Accel Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.99M in Q3 2025. 2,421 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Accel Wealth Management held 9,394 shares of Microsoft worth $3.5M as of Q2 2026.
  • Accel Wealth Management sold 101 Microsoft shares in Q2 2026, an estimated $40.9K.
  • Microsoft made up 0.79% of Accel Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Accel Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Microsoft position peaked at $4.99M in Q3 2025.
  • 2,421 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.