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Baron Wealth Management’s Microsoft MSFT Stock Holding History

Baron 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 		$3.91M Buy
10,478
+1,725
+20% +$698K 1.01% 14
2026
Q1 		$3.24M Sell
8,753
-1,111
-11% -$465K 0.97% 14
2025
Q4 		$4.77M Buy
9,864
+538
+6% +$270K 1.47% 10
2025
Q3 		$4.83M Sell
9,326
-772
-8% -$394K 1.6% 9
2025
Q2 		$5.02M Buy
10,098
+1,392
+16% +$605K 1.78% 9
2025
Q1 		$3.27M Sell
8,706
-108
-1% -$44K 1.44% 10
2024
Q4 		$3.71M Buy
8,814
+205
+2% +$87.3K 1.75% 7
2024
Q3 		$3.7M Sell
8,609
-263
-3% -$112K 1.78% 7
2024
Q2 		$3.97M Buy
8,872
+438
+5% +$185K 2.06% 7
2024
Q1 		$3.55M Hold
8,434
– – 1.88% 7
2023
Q4 		$3.17M Buy
8,434
+101
+1% +$35.9K 1.74% 8
2023
Q3 		$2.63M Sell
8,333
-308
-4% -$102K 1.68% 10
2023
Q2 		$2.94M Sell
8,641
-381
-4% -$119K 1.87% 8
2023
Q1 		$2.6M Buy
9,022
+160
+2% +$40.8K 1.84% 9
2022
Q4 		$2.13M Buy
+8,862
New +$2.13M 1.63% 12

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Baron Wealth Management increased its Microsoft (MSFT) stake by 20% in Q2 2026, buying an estimated $698K and bringing the position to 10,478 shares worth $3.91M. The position accounts for 1.01% of the portfolio, ranked #14.

Baron Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.02M in Q2 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Baron Wealth Management held 10,478 shares of Microsoft worth $3.91M as of Q2 2026.
  • Baron Wealth Management bought 1,725 Microsoft shares in Q2 2026, an estimated $698K.
  • Microsoft made up 1.01% of Baron Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Baron Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's Microsoft position peaked at $5.02M in Q2 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.