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Accurate Wealth Management’s Microsoft MSFT Stock Holding History

Accurate 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 		$16.8M Buy
43,630
+2,388
+6% +$966K 1.6% 7
2026
Q1 		$15.3M Buy
41,242
+4,066
+11% +$1.7M 1.84% 5
2025
Q4 		$17.8M Buy
37,176
+4,956
+15% +$2.48M 2.26% 6
2025
Q3 		$16.5M Sell
32,220
-612
-2% -$312K 2.2% 6
2025
Q2 		$16.5M Buy
32,832
+7,278
+28% +$3.16M 2.52% 5
2025
Q1 		$9.92M Buy
25,554
+1,087
+4% +$443K 1.89% 7
2024
Q4 		$10.3M Buy
24,467
+1,269
+5% +$541K 1.97% 7
2024
Q3 		$9.71M Buy
23,198
+1,686
+8% +$721K 1.95% 5
2024
Q2 		$9.77M Buy
21,512
+2,722
+14% +$1.15M 2.34% 4
2024
Q1 		$7.5M Sell
18,790
-456
-2% -$185K 2.19% 4
2023
Q4 		$7.4M Sell
19,246
-1,613
-8% -$574K 2.3% 5
2023
Q3 		$6.93M Buy
20,859
+4,230
+25% +$1.4M 2.17% 9
2023
Q2 		$5.74M Buy
16,629
+537
+3% +$168K 1.79% 8
2023
Q1 		$4.66M Sell
16,092
-4,315
-21% -$1.1M 1.61% 13
2022
Q4 		$4.67M Sell
20,407
-1,227
-6% -$294K 1.72% 9
2022
Q3 		$5.48M Buy
21,634
+4,971
+30% +$1.31M 2.29% 7
2022
Q2 		$4.41M Sell
16,663
-1,448
-8% -$393K 2.4% 7
2022
Q1 		$5.58M Buy
18,111
+7,397
+69% +$2.23M 2.5% 8
2021
Q4 		$3.9M Buy
10,714
+606
+6% +$196K 3.18% 7
2021
Q3 		$3.4M Sell
10,108
-83
-0.8% -$24.1K 2.96% 7
2021
Q2 		$2.76M Buy
+10,191
New +$2.59M 2.43% 7

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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Accurate Wealth Management increased its Microsoft (MSFT) stake by 5.8% in Q2 2026, buying an estimated $966K and bringing the position to 43,630 shares worth $16.8M. The position accounts for 1.6% of the portfolio, ranked #7.

Accurate Wealth Management first reported a position in MSFT in Q2 2021 and has held it in 21 quarters since. The position peaked at $17.8M in Q4 2025. 2,367 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Accurate Wealth Management held 43,630 shares of Microsoft worth $16.8M as of Q2 2026.
  • Accurate Wealth Management bought 2,388 Microsoft shares in Q2 2026, an estimated $966K.
  • Microsoft made up 1.6% of Accurate Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Accurate Wealth Management first reported a position in Microsoft in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's Microsoft position peaked at $17.8M in Q4 2025.
  • 2,367 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.