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Almanack Investment Partners’s Microsoft MSFT Stock Holding History

Almanack Investment Partners’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 		$7.03M Buy
18,859
+10,746
+132% +$4.35M 0.9% 20
2026
Q1 		$3M Buy
8,113
+353
+5% +$148K 0.51% 22
2025
Q4 		$3.75M Sell
7,760
-748
-9% -$375K 0.64% 26
2025
Q3 		$4.41M Sell
8,508
-784
-8% -$400K 0.68% 27
2025
Q2 		$4.62M Buy
9,292
+1,558
+20% +$677K 0.74% 25
2025
Q1 		$2.9M Sell
7,734
-732
-9% -$298K 0.58% 25
2024
Q4 		$3.57M Buy
8,466
+143
+2% +$60.9K 0.55% 37
2024
Q3 		$3.58M Sell
8,323
-15
-0.2% -$6.41K 0.56% 38
2024
Q2 		$3.73M Sell
8,338
-269
-3% -$114K 0.63% 36
2024
Q1 		$3.62M Buy
8,607
+1,080
+14% +$437K 0.62% 35
2023
Q4 		$2.83M Sell
7,527
-137
-2% -$48.8K 0.53% 34
2023
Q3 		$2.42M Sell
7,664
-1,704
-18% -$563K 0.47% 29
2023
Q2 		$3.19M Sell
9,368
-118
-1% -$37K 0.56% 24
2023
Q1 		$2.73M Buy
9,486
+173
+2% +$44.1K 0.54% 26
2022
Q4 		$2.23M Sell
9,313
-12,358
-57% -$2.97M 0.48% 25
2022
Q3 		$5.05M Sell
21,671
-990
-4% -$261K 0.99% 12
2022
Q2 		$5.82M Buy
22,661
+5,090
+29% +$1.38M 0.58% 30
2022
Q1 		$5.42M Sell
17,571
-646
-4% -$194K 0.47% 38
2021
Q4 		$6.13M Buy
18,217
+91
+0.5% +$29.5K 0.5% 37
2021
Q3 		$5.11M Buy
18,126
+1,498
+9% +$436K 0.45% 45
2021
Q2 		$4.5M Sell
16,628
-831
-5% -$211K 0.43% 47
2021
Q1 		$4.12M Buy
17,459
+350
+2% +$81.2K 0.42% 52
2020
Q4 		$3.81M Sell
17,109
-8,751
-34% -$1.88M 0.44% 50
2020
Q3 		$5.46M Buy
25,860
+3,028
+13% +$636K 0.67% 37
2020
Q2 		$4.65M Buy
22,832
+5,626
+33% +$1.02M 0.83% 31
2020
Q1 		$2.71M Buy
17,206
+8,639
+101% +$1.42M 0.58% 30
2019
Q4 		$1.35M Buy
8,567
+49
+0.6% +$7.2K 0.26% 57
2019
Q3 		$1.18M Buy
8,518
+1,077
+14% +$148K 0.23% 62
2019
Q2 		$997K Buy
7,441
+718
+11% +$91.2K 0.23% 55
2019
Q1 		$793K Sell
6,723
-480
-7% -$52.4K 0.22% 53
2018
Q4 		$732K Buy
7,203
+128
+2% +$13.7K 0.22% 64
2018
Q3 		$792K Buy
7,075
+2,162
+44% +$234K 0.21% 63
2018
Q2 		$484K Sell
4,913
-1,206
-20% -$117K 0.22% 39
2018
Q1 		$558K Buy
6,119
+765
+14% +$70K 0.21% 40
2017
Q4 		$458K Buy
5,354
+619
+13% +$50.8K 0.18% 63
2017
Q3 		$353K Sell
4,735
-134
-3% -$9.79K 0.17% 61
2017
Q2 		$336K Buy
4,869
+1,949
+67% +$134K 0.19% 79
2017
Q1 		$192K Sell
2,920
-2,116
-42% -$136K 0.14% 105
2016
Q4 		$313K Buy
+5,036
New +$303K 0.26% 46

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Almanack Investment Partners's MSFT Position: Q2 2026 in Review

Almanack Investment Partners increased its Microsoft (MSFT) stake by 132% in Q2 2026, buying an estimated $4.35M and bringing the position to 18,859 shares worth $7.03M. The position accounts for 0.9% of the portfolio, ranked #20.

Almanack Investment Partners first reported a position in MSFT in Q4 2016 and has held it in 39 quarters since. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Almanack Investment Partners held 18,859 shares of Microsoft worth $7.03M as of Q2 2026.
  • Almanack Investment Partners bought 10,746 Microsoft shares in Q2 2026, an estimated $4.35M.
  • Microsoft made up 0.9% of Almanack Investment Partners's portfolio in Q2 2026, its #20 holding.
  • Almanack Investment Partners first reported a position in Microsoft in Q4 2016 and has held it in 39 quarters since.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.