Bare Financial Services’s Microsoft MSFT Stock Holding History

Bare Financial Services’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	$440K	Buy	1,178 +259	+28%	+$105K	0.1%	40
2026 Q1	$340K	Buy	919 +256	+39%	+$107K	0.09%	42
2025 Q4	$321K	Buy	663 +263	+66%	+$132K	0.09%	43
2025 Q3	$207K	Buy	400 +69	+21%	+$35.2K	0.06%	44
2025 Q2	$165K	Buy	331 +114	+53%	+$49.5K	0.06%	43
2025 Q1	$81.5K	Hold	217	–	–	0.03%	54
2024 Q4	$91.5K	Hold	217	–	–	0.04%	50
2024 Q3	$93.4K	Hold	217	–	–	0.04%	52
2024 Q2	$90.8K	Hold	217	–	–	0.05%	48
2024 Q1	$84.5K	Hold	217	–	–	0.08%	44
2023 Q4	$81.6K	Buy	+217	New	+$77.2K	0.16%	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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Bare Financial Services's MSFT Position: Q2 2026 in Review

Bare Financial Services increased its Microsoft (MSFT) stake by 28% in Q2 2026, buying an estimated $105K and bringing the position to 1,178 shares worth $440K. The position accounts for 0.1% of the portfolio, ranked #40.

Bare Financial Services first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. 2,335 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Bare Financial Services held 1,178 shares of Microsoft worth $440K as of Q2 2026.
Bare Financial Services bought 259 Microsoft shares in Q2 2026, an estimated $105K.
Microsoft made up 0.1% of Bare Financial Services's portfolio in Q2 2026, its #40 holding.
Bare Financial Services first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
2,335 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.