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Act Wealth Management’s Microsoft MSFT Stock Holding History

Act 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 		$947K Sell
2,539
-5
-0.2% -$2.02K 0.28% 22
2026
Q1 		$942K Sell
2,544
-6
-0.2% -$2.51K 0.32% 21
2025
Q4 		$1.23M Sell
2,550
-46
-2% -$23.1K 0.4% 20
2025
Q3 		$1.34M Sell
2,596
-141
-5% -$71.9K 0.47% 19
2025
Q2 		$1.36M Sell
2,737
-130
-5% -$56.5K 0.58% 19
2025
Q1 		$1.08M Sell
2,867
-124
-4% -$50.6K 0.49% 19
2024
Q4 		$1.26M Sell
2,991
-4
-0.1% -$1.7K 0.59% 17
2024
Q3 		$1.29M Sell
2,995
-627
-17% -$268K 0.57% 16
2024
Q2 		$1.62M Buy
3,622
+164
+5% +$69.3K 0.8% 14
2024
Q1 		$1.45M Sell
3,458
-114
-3% -$46.1K 0.73% 13
2023
Q4 		$1.34M Sell
3,572
-15
-0.4% -$5.34K 0.72% 13
2023
Q3 		$1.13M Sell
3,587
-705
-16% -$233K 0.76% 12
2023
Q2 		$1.46M Sell
4,292
-238
-5% -$74.6K 0.82% 13
2023
Q1 		$1.31M Buy
4,530
+103
+2% +$26.3K 0.78% 13
2022
Q4 		$1.06M Buy
4,427
+575
+15% +$138K 0.67% 13
2022
Q3 		$897K Sell
3,852
-118
-3% -$31.2K 0.64% 14
2022
Q2 		$1.02M Buy
3,970
+2
+0.1% +$543 0.67% 12
2022
Q1 		$1.22M Sell
3,968
-129
-3% -$38.8K 0.7% 13
2021
Q4 		$1.38M Buy
4,097
+34
+0.8% +$11K 0.79% 9
2021
Q3 		$1.1M Hold
4,063
– – 0.68% 10
2021
Q2 		$1.1M Buy
4,063
+6
+0.1% +$1.52K 0.68% 10
2021
Q1 		$957K Sell
4,057
-294
-7% -$68.2K 0.62% 10
2020
Q4 		$968K Buy
+4,351
New +$936K 0.62% 9

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Act Wealth Management reduced its Microsoft (MSFT) stake by 0.2% in Q2 2026, selling an estimated $2.02K and leaving 2,539 shares worth $947K. The position accounts for 0.28% of the portfolio, ranked #22.

Act Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.62M in Q2 2024. 1,898 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Act Wealth Management held 2,539 shares of Microsoft worth $947K as of Q2 2026.
  • Act Wealth Management sold 5 Microsoft shares in Q2 2026, an estimated $2.02K.
  • Microsoft made up 0.28% of Act Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Act Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Act Wealth Management's Microsoft position peaked at $1.62M in Q2 2024.
  • 1,898 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.