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Aegis Wealth Management (Iowa)’s Microsoft MSFT Stock Holding History

Aegis Wealth Management (Iowa)’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 		$635K Buy
1,702
+180
+12% +$72.8K 0.41% 52
2026
Q1 		$563K Buy
1,522
+147
+11% +$61.5K 0.44% 47
2025
Q4 		$665K Buy
+1,375
New +$689K 0.52% 43

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

Aegis Wealth Management (Iowa)'s MSFT Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $72.8K and bringing the position to 1,702 shares worth $635K. The position accounts for 0.41% of the portfolio, ranked #52.

Aegis Wealth Management (Iowa) first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $665K in Q4 2025. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 1,702 shares of Microsoft worth $635K as of Q2 2026.
  • Aegis Wealth Management (Iowa) bought 180 Microsoft shares in Q2 2026, an estimated $72.8K.
  • Microsoft made up 0.41% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #52 holding.
  • Aegis Wealth Management (Iowa) first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Aegis Wealth Management (Iowa)'s Microsoft position peaked at $665K in Q4 2025.
  • 2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.