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Ares Financial Consulting’s Microsoft MSFT Stock Holding History

Ares Financial Consulting’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 		$1.9M Sell
5,088
-112
-2% -$45.3K 1.36% 19
2026
Q1 		$1.92M Buy
5,200
+1,568
+43% +$656K 1.51% 16
2025
Q4 		$1.76M Buy
+3,632
New +$1.82M 1.67% 14

Other funds holding MSFT

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ares Financial Consulting's MSFT Position: Q2 2026 in Review

Ares Financial Consulting reduced its Microsoft (MSFT) stake by 2.2% in Q2 2026, selling an estimated $45.3K and leaving 5,088 shares worth $1.9M. The position accounts for 1.36% of the portfolio, ranked #19.

Ares Financial Consulting first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.92M in Q1 2026. 3,615 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ares Financial Consulting held 5,088 shares of Microsoft worth $1.9M as of Q2 2026.
  • Ares Financial Consulting sold 112 Microsoft shares in Q2 2026, an estimated $45.3K.
  • Microsoft made up 1.36% of Ares Financial Consulting's portfolio in Q2 2026, its #19 holding.
  • Ares Financial Consulting first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Microsoft position peaked at $1.92M in Q1 2026.
  • 3,615 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.