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Braeburn Wealth Management’s Microsoft MSFT Stock Holding History

Braeburn 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 		$2.73M Sell
7,330
-870
-11% -$352K 1.17% 16
2026
Q1 		$3.04M Sell
8,200
-649
-7% -$272K 1.74% 10
2025
Q4 		$4.28M Buy
+8,849
New +$4.43M 2.19% 10

Other funds holding MSFT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Braeburn Wealth Management's MSFT Position: Q2 2026 in Review

Braeburn Wealth Management reduced its Microsoft (MSFT) stake by 11% in Q2 2026, selling an estimated $352K and leaving 7,330 shares worth $2.73M. The position accounts for 1.17% of the portfolio, ranked #16.

Braeburn Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.28M in Q4 2025. 3,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Braeburn Wealth Management held 7,330 shares of Microsoft worth $2.73M as of Q2 2026.
  • Braeburn Wealth Management sold 870 Microsoft shares in Q2 2026, an estimated $352K.
  • Microsoft made up 1.17% of Braeburn Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Braeburn Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Braeburn Wealth Management's Microsoft position peaked at $4.28M in Q4 2025.
  • 3,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Braeburn Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.