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Bravera Wealth’s Microsoft MSFT Stock Holding History

Bravera Wealth’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 		$5.43M Sell
14,544
-360
-2% -$146K 2.08% 13
2026
Q1 		$5.52M Sell
14,904
-449
-3% -$188K 2.48% 8
2025
Q4 		$7.43M Buy
+15,353
New +$7.69M 3.72% 4

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

Bravera Wealth's MSFT Position: Q2 2026 in Review

Bravera Wealth reduced its Microsoft (MSFT) stake by 2.4% in Q2 2026, selling an estimated $146K and leaving 14,544 shares worth $5.43M. The position accounts for 2.08% of the portfolio, ranked #13.

Bravera Wealth first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.43M in Q4 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Bravera Wealth held 14,544 shares of Microsoft worth $5.43M as of Q2 2026.
  • Bravera Wealth sold 360 Microsoft shares in Q2 2026, an estimated $146K.
  • Microsoft made up 2.08% of Bravera Wealth's portfolio in Q2 2026, its #13 holding.
  • Bravera Wealth first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Microsoft position peaked at $7.43M in Q4 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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