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Baron Financial Group’s Microsoft MSFT Stock Holding History

Baron Financial Group’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 		$595K Sell
1,594
-14
-0.9% -$5.66K 0.28% 41
2026
Q1 		$595K Sell
1,608
-211
-12% -$88.3K 0.32% 38
2025
Q4 		$880K Sell
1,819
-7
-0.4% -$3.51K 0.47% 33
2025
Q3 		$946K Buy
1,826
+1
+0.1% +$510 0.52% 33
2025
Q2 		$908K Hold
1,825
– – 0.53% 33
2025
Q1 		$685K Sell
1,825
-26
-1% -$10.6K 0.43% 34
2024
Q4 		$780K Buy
1,851
+1
+0.1% +$426 0.48% 33
2024
Q3 		$796K Buy
1,850
+112
+6% +$47.9K 0.49% 33
2024
Q2 		$777K Sell
1,738
-524
-23% -$221K 0.49% 33
2024
Q1 		$952K Sell
2,262
-45
-2% -$18.2K 0.59% 33
2023
Q4 		$867K Buy
2,307
+1
+0% +$356 0.55% 33
2023
Q3 		$728K Buy
2,306
+1
+0% +$330 0.47% 36
2023
Q2 		$785K Sell
2,305
-40
-2% -$12.5K 0.48% 35
2023
Q1 		$676K Buy
2,345
+3
+0.1% +$765 0.43% 36
2022
Q4 		$562K Buy
2,342
+45
+2% +$10.8K 0.37% 37
2022
Q3 		$535K Buy
2,297
+110
+5% +$29K 0.36% 39
2022
Q2 		$562K Buy
2,187
+1
+0% +$271 0.37% 32
2022
Q1 		$674K Sell
2,186
-19
-0.9% -$5.72K 0.39% 31
2021
Q4 		$742K Hold
2,205
– – 0.42% 32
2021
Q3 		$622K Sell
2,205
-49
-2% -$14.3K 0.38% 33
2021
Q2 		$611K Sell
2,254
-224
-9% -$56.9K 0.38% 33
2021
Q1 		$584K Buy
2,478
+296
+14% +$68.7K 0.4% 33
2020
Q4 		$485K Buy
2,182
+1
+0% +$215 0.39% 34
2020
Q3 		$459K Buy
+2,181
New +$458K 0.43% 30

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Baron Financial Group's MSFT Position: Q2 2026 in Review

Baron Financial Group reduced its Microsoft (MSFT) stake by 0.87% in Q2 2026, selling an estimated $5.66K and leaving 1,594 shares worth $595K. The position accounts for 0.28% of the portfolio, ranked #41.

Baron Financial Group first reported a position in MSFT in Q3 2020 and has held it in 24 quarters since. The position peaked at $952K in Q1 2024. 1,402 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Baron Financial Group held 1,594 shares of Microsoft worth $595K as of Q2 2026.
  • Baron Financial Group sold 14 Microsoft shares in Q2 2026, an estimated $5.66K.
  • Microsoft made up 0.28% of Baron Financial Group's portfolio in Q2 2026, its #41 holding.
  • Baron Financial Group first reported a position in Microsoft in Q3 2020 and has held it in 24 quarters since.
  • Baron Financial Group's Microsoft position peaked at $952K in Q1 2024.
  • 1,402 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.