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Apeiron RIA’s Microsoft MSFT Stock Holding History

Apeiron RIA’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 		$884K Sell
2,624
-5,124
-66% -$2.07M 0.23% 71
2026
Q1 		$2.87M Sell
7,748
-346
-4% -$145K 0.66% 34
2025
Q4 		$3.6M Sell
8,094
-44
-0.5% -$22K 0.73% 32
2025
Q3 		$4.2M Sell
8,138
-216
-3% -$110K 0.94% 31
2025
Q2 		$4.16M Sell
8,354
-1,003
-11% -$436K 1.07% 26
2025
Q1 		$3.51M Sell
9,357
-344
-4% -$140K 1.06% 24
2024
Q4 		$4.09M Buy
9,701
+379
+4% +$161K 1.14% 23
2024
Q3 		$4.01M Sell
9,322
-32
-0.3% -$13.7K 1.15% 21
2024
Q2 		$4.18M Buy
9,354
+11
+0.1% +$4.65K 1.28% 20
2024
Q1 		$3.93M Sell
9,343
-35
-0.4% -$14.2K 1.14% 21
2023
Q4 		$3.53M Buy
9,378
+666
+8% +$237K 1.1% 22
2023
Q3 		$2.75M Sell
8,712
-6
-0.1% -$1.98K 0.94% 26
2023
Q2 		$2.97M Sell
8,718
-144
-2% -$45.1K 1.02% 24
2023
Q1 		$2.54M Sell
8,862
-267
-3% -$68.1K 0.87% 27
2022
Q4 		$2.19M Buy
9,129
+167
+2% +$40.1K 0.84% 26
2022
Q3 		$2.04M Sell
8,962
-383
-4% -$101K 0.94% 23
2022
Q2 		$8.39K Sell
9,345
-28
-0.3% -$7.6K 2.34% 3
2022
Q1 		$2.82M Sell
9,373
-127
-1% -$38.2K 1.35% 18
2021
Q4 		$3.19M Buy
+9,500
New +$3.08M 1.31% 20

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Apeiron RIA's MSFT Position: Q2 2026 in Review

Apeiron RIA reduced its Microsoft (MSFT) stake by 66% in Q2 2026, selling an estimated $2.07M and leaving 2,624 shares worth $884K. The position accounts for 0.23% of the portfolio, ranked #71.

Apeiron RIA first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.2M in Q3 2025. 1,484 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Apeiron RIA held 2,624 shares of Microsoft worth $884K as of Q2 2026.
  • Apeiron RIA sold 5,124 Microsoft shares in Q2 2026, an estimated $2.07M.
  • Microsoft made up 0.23% of Apeiron RIA's portfolio in Q2 2026, its #71 holding.
  • Apeiron RIA first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Apeiron RIA's Microsoft position peaked at $4.2M in Q3 2025.
  • 1,484 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.