Aspect Partners’s Microsoft MSFT Stock Holding History

Aspect 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	$387K	Buy	1,038 +15	+1%	+$6.07K	0.14%	55
2026 Q1	$379K	Buy	1,023 +12	+1%	+$5.02K	0.15%	55
2025 Q4	$489K	Buy	1,011 +66	+7%	+$33.1K	0.21%	50
2025 Q3	$489K	Sell	945 -337	-26%	-$172K	0.22%	48
2025 Q2	$637K	Buy	1,282 +336	+36%	+$146K	0.31%	36
2025 Q1	$355K	Sell	946 -9	-0.9%	-$3.67K	0.2%	49
2024 Q4	$402K	Buy	955 +2	+0.2%	+$852	0.23%	46
2024 Q3	$410K	Buy	953 +4	+0.4%	+$1.71K	0.23%	44
2024 Q2	$424K	Hold	949	–	–	0.25%	49
2024 Q1	$399K	Buy	949 +10	+1%	+$4.05K	0.32%	47
2023 Q4	$353K	Buy	+939	New	+$334K	0.23%	49

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

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Aspect Partners's MSFT Position: Q2 2026 in Review

Aspect Partners increased its Microsoft (MSFT) stake by 1.5% in Q2 2026, buying an estimated $6.07K and bringing the position to 1,038 shares worth $387K. The position accounts for 0.14% of the portfolio, ranked #55.

Aspect Partners first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $637K in Q2 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Aspect Partners held 1,038 shares of Microsoft worth $387K as of Q2 2026.
Aspect Partners bought 15 Microsoft shares in Q2 2026, an estimated $6.07K.
Microsoft made up 0.14% of Aspect Partners's portfolio in Q2 2026, its #55 holding.
Aspect Partners first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Microsoft position peaked at $637K in Q2 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.