Aurelius Family Office’s Microsoft MSFT Stock Holding History

Aurelius Family Office’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	$222K	Hold	594	–	–	0.09%	49
2026 Q1	$220K	Hold	594	–	–	0.1%	46
2025 Q4	$281K	Hold	594	–	–	0.12%	43
2025 Q3	$308K	Sell	594 -43	-7%	-$21.9K	0.14%	42
2025 Q2	$317K	Sell	637 -7	-1%	-$3.04K	0.15%	42
2025 Q1	$242K	Sell	644 -8	-1%	-$3.26K	0.12%	43
2024 Q4	$275K	Buy	+652	New	+$278K	0.14%	40

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

Aurelius Family Office's MSFT Position: Q2 2026 in Review

Aurelius Family Office held its Microsoft (MSFT) position steady in Q2 2026 at 594 shares worth $222K. The position accounts for 0.09% of the portfolio, ranked #49.

Aurelius Family Office first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $317K in Q2 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Aurelius Family Office held 594 shares of Microsoft worth $222K as of Q2 2026.
Aurelius Family Office left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.09% of Aurelius Family Office's portfolio in Q2 2026, its #49 holding.
Aurelius Family Office first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Aurelius Family Office's Microsoft position peaked at $317K in Q2 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.