Austin Wealth Management’s Microsoft MSFT Stock Holding History

Austin Wealth Management’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	$799K	Sell	2,029 -1,125	-36%	-$455K	0.17%	69
2026 Q1	$1.18M	Sell	3,154 -813	-20%	-$340K	0.27%	52
2025 Q4	$1.9M	Buy	3,967 +196	+5%	+$98.2K	0.28%	56
2025 Q3	$1.96M	Sell	3,771 -88	-2%	-$44.9K	0.31%	53
2025 Q2	$2.06M	Sell	3,859 -1,056	-21%	-$459K	0.37%	49
2025 Q1	$1.9M	Buy	4,915 +2,013	+69%	+$821K	0.38%	44
2024 Q4	$1.25M	Buy	2,902 +309	+12%	+$132K	0.26%	53
2024 Q3	$1.08M	Buy	2,593 +124	+5%	+$53K	0.24%	52
2024 Q2	$1.12M	Sell	2,469 -126	-5%	-$53.2K	0.26%	50
2024 Q1	$1.12M	Buy	2,595 +545	+27%	+$221K	0.28%	47
2023 Q4	$828K	Buy	2,050 +18	+0.9%	+$6.41K	0.22%	56
2023 Q3	$767K	Buy	+2,032	New	+$671K	0.24%	52

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Austin Wealth Management's MSFT Position: Q2 2026 in Review

Austin Wealth Management reduced its Microsoft (MSFT) stake by 36% in Q2 2026, selling an estimated $455K and leaving 2,029 shares worth $799K. The position accounts for 0.17% of the portfolio, ranked #69.

Austin Wealth Management first reported a position in MSFT in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.06M in Q2 2025. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Austin Wealth Management held 2,029 shares of Microsoft worth $799K as of Q2 2026.
Austin Wealth Management sold 1,125 Microsoft shares in Q2 2026, an estimated $455K.
Microsoft made up 0.17% of Austin Wealth Management's portfolio in Q2 2026, its #69 holding.
Austin Wealth Management first reported a position in Microsoft in Q3 2023 and has held it in 12 quarters since.
Austin Wealth Management's Microsoft position peaked at $2.06M in Q2 2025.
2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.