BWL
MSFT icon

Beacon Wealthcare LLC’s Microsoft MSFT Stock Holding History

Beacon Wealthcare LLC’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 		$499K Buy
1,339
+9
+0.7% +$3.64K 0.16% 15
2026
Q1 		$492K Hold
1,330
– – 0.17% 15
2025
Q4 		$643K Sell
1,330
-101
-7% -$50.6K 0.22% 14
2025
Q3 		$741K Buy
1,431
+101
+8% +$51.5K 0.26% 14
2025
Q2 		$662K Buy
1,330
+30
+2% +$13K 0.25% 14
2025
Q1 		$488K Buy
1,300
+30
+2% +$12.2K 0.2% 14
2024
Q4 		$535K Sell
1,270
-100
-7% -$42.6K 0.22% 14
2024
Q3 		$590K Buy
1,370
+148
+12% +$63.3K 0.24% 16
2024
Q2 		$546K Sell
1,222
-194
-14% -$81.9K 0.24% 14
2024
Q1 		$596K Buy
1,416
+241
+21% +$97.6K 0.27% 14
2023
Q4 		$442K Sell
1,175
-98
-8% -$34.9K 0.21% 15
2023
Q3 		$402K Sell
1,273
-2
-0.2% -$661 0.21% 13
2023
Q2 		$434K Buy
1,275
+21
+2% +$6.58K 0.22% 12
2023
Q1 		$362K Buy
1,254
+198
+19% +$50.5K 0.19% 12
2022
Q4 		$253K Hold
1,056
– – 0.14% 12
2022
Q3 		$246K Hold
1,056
– – 0.14% 10
2022
Q2 		$271K Hold
1,056
– – 0.15% 10
2022
Q1 		$326K Sell
1,056
-329
-24% -$99K 0.16% 10
2021
Q4 		$466K Hold
1,385
– – 0.21% 10
2021
Q3 		$390K Sell
1,385
-336
-20% -$97.8K 0.19% 10
2021
Q2 		$466K Hold
1,721
– – 0.23% 10
2021
Q1 		$406K Buy
+1,721
New +$399K 0.22% 10

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Beacon Wealthcare LLC's MSFT Position: Q2 2026 in Review

Beacon Wealthcare LLC increased its Microsoft (MSFT) stake by 0.68% in Q2 2026, buying an estimated $3.64K and bringing the position to 1,339 shares worth $499K. The position accounts for 0.16% of the portfolio, ranked #15.

Beacon Wealthcare LLC first reported a position in MSFT in Q1 2021 and has held it in 22 quarters since. The position peaked at $741K in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Beacon Wealthcare LLC held 1,339 shares of Microsoft worth $499K as of Q2 2026.
  • Beacon Wealthcare LLC bought 9 Microsoft shares in Q2 2026, an estimated $3.64K.
  • Microsoft made up 0.16% of Beacon Wealthcare LLC's portfolio in Q2 2026, its #15 holding.
  • Beacon Wealthcare LLC first reported a position in Microsoft in Q1 2021 and has held it in 22 quarters since.
  • Beacon Wealthcare LLC's Microsoft position peaked at $741K in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q2 2026, filed 1 Jul 2026.