AFG Fiduciary Services’s Microsoft MSFT Stock Holding History

AFG Fiduciary Services’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	$359K	Buy	919 +3	+0.3%	+$1.21K	0.28%	46
2026 Q1	$342K	Buy	916 +125	+16%	+$52.3K	0.2%	64
2025 Q4	$374K	Hold	791	–	–	0.22%	62
2025 Q3	$411K	Hold	791	–	–	0.24%	60
2025 Q2	$389K	Sell	791 -18	-2%	-$7.82K	0.25%	58
2025 Q1	$316K	Sell	809 -185	-19%	-$75.4K	0.23%	57
2024 Q4	$424K	Buy	994 +32	+3%	+$13.6K	0.3%	47
2024 Q3	$401K	Buy	962 +1	+0.1%	+$427	0.27%	47
2024 Q2	$426K	Buy	961 +9	+0.9%	+$3.8K	0.3%	45
2024 Q1	$406K	Sell	952 -62	-6%	-$25.1K	0.3%	49
2023 Q4	$380K	Sell	1,014 -140	-12%	-$49.8K	0.31%	52
2023 Q3	$378K	Hold	1,154	–	–	0.34%	46
2023 Q2	$398K	Sell	1,154 -20	-2%	-$6.27K	0.3%	54
2023 Q1	$338K	Hold	1,174	–	–	0.31%	45
2022 Q4	$282K	Sell	1,174 -46	-4%	-$11K	0.26%	55
2022 Q3	$284K	Buy	1,220 +96	+9%	+$25.3K	0.27%	59
2022 Q2	$289K	Hold	1,124	–	–	0.25%	66
2022 Q1	$347K	Sell	1,124 -20	-2%	-$6.02K	0.24%	65
2021 Q4	$385K	Buy	+1,144	New	+$371K	0.27%	53

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AFG Fiduciary Services's MSFT Position: Q2 2026 in Review

AFG Fiduciary Services increased its Microsoft (MSFT) stake by 0.33% in Q2 2026, buying an estimated $1.21K and bringing the position to 919 shares worth $359K. The position accounts for 0.28% of the portfolio, ranked #46.

AFG Fiduciary Services first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $426K in Q2 2024. 2,405 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

AFG Fiduciary Services held 919 shares of Microsoft worth $359K as of Q2 2026.
AFG Fiduciary Services bought 3 Microsoft shares in Q2 2026, an estimated $1.21K.
Microsoft made up 0.28% of AFG Fiduciary Services's portfolio in Q2 2026, its #46 holding.
AFG Fiduciary Services first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
AFG Fiduciary Services's Microsoft position peaked at $426K in Q2 2024.
2,405 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.