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BOS Asset Management’s Microsoft MSFT Stock Holding History

BOS Asset 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 		$2.74M Sell
7,339
-173
-2% -$70K 0.64% 36
2026
Q1 		$2.78M Buy
7,512
+496
+7% +$208K 0.71% 35
2025
Q4 		$3.39M Sell
7,016
-142
-2% -$71.2K 0.91% 31
2025
Q3 		$3.71M Sell
7,158
-12
-0.2% -$6.12K 1.04% 27
2025
Q2 		$3.57M Sell
7,170
-137
-2% -$59.5K 1.14% 23
2025
Q1 		$2.74M Buy
7,307
+167
+2% +$68.1K 0.94% 26
2024
Q4 		$3.01M Sell
7,140
-327
-4% -$139K 1.08% 24
2024
Q3 		$3.21M Buy
7,467
+45
+0.6% +$19.2K 1.18% 20
2024
Q2 		$3.32M Buy
7,422
+189
+3% +$79.8K 1.53% 17
2024
Q1 		$3.04M Buy
7,233
+198
+3% +$80.2K 1.6% 19
2023
Q4 		$2.65M Buy
7,035
+139
+2% +$49.5K 1.81% 10
2023
Q3 		$2.18M Sell
6,896
-20
-0.3% -$6.61K 1.6% 13
2023
Q2 		$2.36M Buy
6,916
+665
+11% +$208K 1.83% 13
2023
Q1 		$1.8M Sell
6,251
-73
-1% -$18.6K 1.5% 18
2022
Q4 		$1.52M Buy
+6,324
New +$1.52M 1.35% 21

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