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Boston Standard Wealth Management’s Microsoft MSFT Stock Holding History

Boston Standard 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 		$594K Buy
1,542
+18
+1% +$7.28K 0.09% 35
2026
Q1 		$566K Buy
1,524
+33
+2% +$13.8K 0.09% 34
2025
Q4 		$721K Sell
1,491
-40
-3% -$20K 0.12% 32
2025
Q3 		$793K Sell
1,531
-4
-0.3% -$2.04K 0.13% 29
2025
Q2 		$763K Buy
1,535
+163
+12% +$70.8K 0.14% 26
2025
Q1 		$613K Sell
1,372
-134
-9% -$54.6K 0.13% 29
2024
Q4 		$635K Sell
1,506
-10
-0.7% -$4.26K 0.12% 27
2024
Q3 		$652K Buy
1,516
+144
+10% +$61.6K 0.13% 28
2024
Q2 		$613K Sell
1,372
-348
-20% -$147K 0.13% 29
2024
Q1 		$724K Sell
1,720
-176
-9% -$71.2K 0.16% 27
2023
Q4 		$599K Hold
1,896
– – 0.16% 29
2023
Q3 		$599K Sell
1,896
-133
-7% -$43.9K 0.16% 29
2023
Q2 		$691K Buy
2,029
+11
+0.5% +$3.45K 0.18% 28
2023
Q1 		$582K Sell
2,018
-25
-1% -$6.38K 0.17% 28
2022
Q4 		$490K Sell
2,043
-45
-2% -$10.8K 0.15% 30
2022
Q3 		$486K Hold
2,088
– – 0.16% 26
2022
Q2 		$542K Buy
2,088
+4
+0.2% +$1.09K 0.17% 26
2022
Q1 		$642K Sell
2,084
-64
-3% -$19.3K 0.18% 26
2021
Q4 		$722K Sell
2,148
-9
-0.4% -$2.92K 0.2% 26
2021
Q3 		$608K Sell
2,157
-9
-0.4% -$2.62K 0.18% 26
2021
Q2 		$587K Buy
2,166
+4
+0.2% +$1.02K 0.18% 25
2021
Q1 		$501K Buy
2,162
+5
+0.2% +$1.16K 0.16% 26
2020
Q4 		$480K Sell
2,157
-41
-2% -$8.82K 0.18% 26
2020
Q3 		$462K Buy
+2,198
New +$462K 0.19% 25

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

Boston Standard Wealth Management's MSFT Position: Q2 2026 in Review

Boston Standard Wealth Management increased its Microsoft (MSFT) stake by 1.2% in Q2 2026, buying an estimated $7.28K and bringing the position to 1,542 shares worth $594K. The position accounts for 0.09% of the portfolio, ranked #35.

Boston Standard Wealth Management first reported a position in MSFT in Q3 2020 and has held it in 24 quarters since. The position peaked at $793K in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Boston Standard Wealth Management held 1,542 shares of Microsoft worth $594K as of Q2 2026.
  • Boston Standard Wealth Management bought 18 Microsoft shares in Q2 2026, an estimated $7.28K.
  • Microsoft made up 0.09% of Boston Standard Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Boston Standard Wealth Management first reported a position in Microsoft in Q3 2020 and has held it in 24 quarters since.
  • Boston Standard Wealth Management's Microsoft position peaked at $793K in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.