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Boothe Investment Group’s Microsoft MSFT Stock Holding History

Boothe Investment 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 		$5.91M Buy
15,837
+202
+1% +$81.7K 1.86% 20
2026
Q1 		$5.79M Buy
+15,635
New +$6.54M 1.86% 20
2024
Q4 		– Sell
-1,165
Closed -$501K – 41
2024
Q3 		$501K Sell
1,165
-201
-15% -$85.9K 0.23% 38
2024
Q2 		$624K Buy
+1,366
New +$577K 0.29% 37
2022
Q4 		– Sell
-3,722
Closed -$867K – 39
2022
Q3 		$867K Buy
3,722
+527
+16% +$139K 0.56% 30
2022
Q2 		$829K Buy
3,195
+154
+5% +$41.8K 0.7% 28
2022
Q1 		$941K Sell
3,041
-47
-2% -$14.1K 0.65% 26
2021
Q4 		$1.04M Buy
3,088
+1
+0% +$324 0.56% 28
2021
Q3 		$892K Buy
3,087
+44
+1% +$12.8K 0.49% 26
2021
Q2 		$826K Buy
3,043
+210
+7% +$53.4K 0.43% 30
2021
Q1 		$668K Buy
2,833
+159
+6% +$36.9K 0.39% 30
2020
Q4 		$595K Sell
2,674
-95
-3% -$20.4K 0.41% 27
2020
Q3 		$582K Buy
2,769
+1
+0% +$210 0.5% 28
2020
Q2 		$563K Buy
+2,768
New +$502K 0.5% 26

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Boothe Investment Group's MSFT Position: Q2 2026 in Review

Boothe Investment Group increased its Microsoft (MSFT) stake by 1.3% in Q2 2026, buying an estimated $81.7K and bringing the position to 15,837 shares worth $5.91M. The position accounts for 1.86% of the portfolio, ranked #20.

Boothe Investment Group first reported a position in MSFT in Q2 2020 and has held it in 14 quarters since. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Boothe Investment Group held 15,837 shares of Microsoft worth $5.91M as of Q2 2026.
  • Boothe Investment Group bought 202 Microsoft shares in Q2 2026, an estimated $81.7K.
  • Microsoft made up 1.86% of Boothe Investment Group's portfolio in Q2 2026, its #20 holding.
  • Boothe Investment Group first reported a position in Microsoft in Q2 2020 and has held it in 14 quarters since.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Boothe Investment Group's 13F filing for Q2 2026, filed 14 Jul 2026.