Brady Martz Wealth Solutions’s Microsoft MSFT Stock Holding History

Brady Martz Wealth Solutions’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	$3.9M	Buy	10,451 +353	+3%	+$143K	0.59%	36
2026 Q1	$3.74M	Buy	10,098 +3,244	+47%	+$1.36M	0.64%	34
2025 Q4	$3.31M	Buy	6,854 +1,244	+22%	+$623K	0.58%	36
2025 Q3	$2.91M	Sell	5,610 -59	-1%	-$30.1K	0.53%	44
2025 Q2	$2.82M	Sell	5,669 -981	-15%	-$426K	0.55%	44
2025 Q1	$2.5M	Buy	6,650 +95	+1%	+$38.7K	0.57%	45
2024 Q4	$2.72M	Buy	+6,555	New	+$2.79M	0.66%	41

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Brady Martz Wealth Solutions's MSFT Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Microsoft (MSFT) stake by 3.5% in Q2 2026, buying an estimated $143K and bringing the position to 10,451 shares worth $3.9M. The position accounts for 0.59% of the portfolio, ranked #36.

Brady Martz Wealth Solutions first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 2,334 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Brady Martz Wealth Solutions held 10,451 shares of Microsoft worth $3.9M as of Q2 2026.
Brady Martz Wealth Solutions bought 353 Microsoft shares in Q2 2026, an estimated $143K.
Microsoft made up 0.59% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #36 holding.
Brady Martz Wealth Solutions first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
2,334 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.