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Beacon Financial Strategies’s Microsoft MSFT Stock Holding History

Beacon Financial Strategies’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 		$363K Buy
972
+55
+6% +$22.3K 0.18% 27
2026
Q1 		$339K Sell
917
-2
-0.2% -$837 0.19% 27
2025
Q4 		$444K Sell
919
-21
-2% -$10.5K 0.25% 21
2025
Q3 		$487K Hold
940
– – 0.29% 20
2025
Q2 		$468K Hold
940
– – 0.29% 20
2025
Q1 		$353K Hold
940
– – 0.24% 25
2024
Q4 		$396K Buy
940
+66
+8% +$28.1K 0.26% 22
2024
Q3 		$376K Sell
874
-7
-0.8% -$2.99K 0.26% 25
2024
Q2 		$394K Sell
881
-87
-9% -$36.7K 0.28% 22
2024
Q1 		$407K Sell
968
-31
-3% -$12.5K 0.29% 22
2023
Q4 		$376K Sell
999
-14
-1% -$4.98K 0.29% 21
2023
Q3 		$320K Sell
1,013
-396
-28% -$131K 0.28% 24
2023
Q2 		$480K Sell
1,409
-117
-8% -$36.7K 0.39% 20
2023
Q1 		$440K Hold
1,526
– – 0.38% 19
2022
Q4 		$366K Hold
1,526
– – 0.33% 24
2022
Q3 		$355K Hold
1,526
– – 0.34% 21
2022
Q2 		$392K Hold
1,526
– – 0.37% 20
2022
Q1 		$470K Sell
1,526
-135
-8% -$40.6K 0.4% 17
2021
Q4 		$559K Buy
1,661
+267
+19% +$86.6K 0.48% 14
2021
Q3 		$393K Hold
1,394
– – 0.36% 19
2021
Q2 		$378K Buy
+1,394
New +$354K 0.32% 20

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Beacon Financial Strategies's MSFT Position: Q2 2026 in Review

Beacon Financial Strategies increased its Microsoft (MSFT) stake by 6% in Q2 2026, buying an estimated $22.3K and bringing the position to 972 shares worth $363K. The position accounts for 0.18% of the portfolio, ranked #27.

Beacon Financial Strategies first reported a position in MSFT in Q2 2021 and has held it in 21 quarters since. The position peaked at $559K in Q4 2021. 1,079 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Beacon Financial Strategies held 972 shares of Microsoft worth $363K as of Q2 2026.
  • Beacon Financial Strategies bought 55 Microsoft shares in Q2 2026, an estimated $22.3K.
  • Microsoft made up 0.18% of Beacon Financial Strategies's portfolio in Q2 2026, its #27 holding.
  • Beacon Financial Strategies first reported a position in Microsoft in Q2 2021 and has held it in 21 quarters since.
  • Beacon Financial Strategies's Microsoft position peaked at $559K in Q4 2021.
  • 1,079 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.