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Acima Private Wealth’s Microsoft MSFT Stock Holding History

Acima Private Wealth’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 		$2.13M Hold
5,697
– – 0.62% 33
2026
Q1 		$2.11M Hold
5,697
– – 0.66% 31
2025
Q4 		$2.76M Hold
5,697
– – 0.86% 24
2025
Q3 		$2.95M Buy
5,697
+92
+2% +$46.9K 0.92% 24
2025
Q2 		$2.79M Buy
5,605
+100
+2% +$43.4K 0.95% 25
2025
Q1 		$2.07M Sell
5,505
-1,852
-25% -$755K 0.74% 30
2024
Q4 		$3.1M Hold
7,357
– – 1.04% 24
2024
Q3 		$3.17M Hold
7,357
– – 1.06% 22
2024
Q2 		$3.29M Sell
7,357
-49
-0.7% -$20.7K 1.21% 22
2024
Q1 		$3.12M Sell
7,406
-392
-5% -$159K 1.15% 23
2023
Q4 		$2.93M Sell
7,798
-1,392
-15% -$495K 1.14% 23
2023
Q3 		$2.9M Sell
9,190
-136
-1% -$44.9K 1.29% 23
2023
Q2 		$3.18M Hold
9,326
– – 1.52% 23
2023
Q1 		$2.69M Buy
9,326
+827
+10% +$211K 1.32% 24
2022
Q4 		$2.04M Hold
8,499
– – 1.04% 27
2022
Q3 		$1.98M Hold
8,499
– – 1.02% 27
2022
Q2 		$2.18M Buy
8,499
+124
+1% +$33.7K 1.09% 27
2022
Q1 		$2.58M Sell
8,375
-36
-0.4% -$10.8K 1.19% 26
2021
Q4 		$2.83M Sell
8,411
-949
-10% -$308K 1.22% 28
2021
Q3 		$2.64M Hold
9,360
– – 1.21% 29
2021
Q2 		$2.54M Sell
9,360
-88
-0.9% -$22.4K 1.16% 28
2021
Q1 		$2.23M Sell
9,448
-2,654
-22% -$616K 1.09% 29
2020
Q4 		$2.69M Buy
12,102
+216
+2% +$46.4K 1.39% 27
2020
Q3 		$2.5M Sell
11,886
-47
-0.4% -$9.87K 1.51% 22
2020
Q2 		$2.43M Hold
11,933
– – 1.57% 19
2020
Q1 		$1.88M Sell
11,933
-150
-1% -$24.7K 1.45% 22
2019
Q4 		$1.91M Hold
12,083
– – 1.32% 19
2019
Q3 		$1.68M Buy
12,083
+300
+3% +$41.3K 1.28% 20
2019
Q2 		$1.58M Hold
11,783
– – 1.24% 21
2019
Q1 		$1.39M Buy
11,783
+854
+8% +$93.2K 1.19% 19
2018
Q4 		$1.11M Buy
+10,929
New +$1.17M 1.09% 17

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
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Acima Private Wealth's MSFT Position: Q2 2026 in Review

Acima Private Wealth held its Microsoft (MSFT) position steady in Q2 2026 at 5,697 shares worth $2.13M. The position accounts for 0.62% of the portfolio, ranked #33.

Acima Private Wealth first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.29M in Q2 2024. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Acima Private Wealth held 5,697 shares of Microsoft worth $2.13M as of Q2 2026.
  • Acima Private Wealth left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.62% of Acima Private Wealth's portfolio in Q2 2026, its #33 holding.
  • Acima Private Wealth first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
  • Acima Private Wealth's Microsoft position peaked at $3.29M in Q2 2024.
  • 2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.