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Balance Wealth’s Microsoft MSFT Stock Holding History

Balance Wealth’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 		$3.22M Buy
8,625
+316
+4% +$128K 0.86% 26
2026
Q1 		$3.08M Buy
8,309
+146
+2% +$61.1K 0.96% 25
2025
Q4 		$3.95M Buy
8,163
+552
+7% +$277K 1.27% 16
2025
Q3 		$3.94M Buy
7,611
+367
+5% +$187K 0.97% 16
2025
Q2 		$3.6M Buy
7,244
+85
+1% +$36.9K 2.11% 10
2025
Q1 		$2.69M Buy
+7,159
New +$2.92M 1.75% 14

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Balance Wealth's MSFT Position: Q2 2026 in Review

Balance Wealth increased its Microsoft (MSFT) stake by 3.8% in Q2 2026, buying an estimated $128K and bringing the position to 8,625 shares worth $3.22M. The position accounts for 0.86% of the portfolio, ranked #26.

Balance Wealth first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.95M in Q4 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Balance Wealth held 8,625 shares of Microsoft worth $3.22M as of Q2 2026.
  • Balance Wealth bought 316 Microsoft shares in Q2 2026, an estimated $128K.
  • Microsoft made up 0.86% of Balance Wealth's portfolio in Q2 2026, its #26 holding.
  • Balance Wealth first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
  • Balance Wealth's Microsoft position peaked at $3.95M in Q4 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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