Broadway Wealth Solutions’s Microsoft MSFT Stock Holding History

Broadway 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	$2.31M	Buy	6,186 +490	+9%	+$198K	1.08%	15
2026 Q1	$2.11M	Buy	5,696 +817	+17%	+$342K	1.09%	14
2025 Q4	$2.36M	Sell	4,879 -243	-5%	-$122K	1.26%	14
2025 Q3	$2.65M	Sell	5,122 -78	-2%	-$39.8K	1.49%	11
2025 Q2	$2.59M	Buy	5,200 +11	+0.2%	+$4.78K	1.61%	11
2025 Q1	$1.95M	Sell	5,189 -296	-5%	-$121K	1.42%	11
2024 Q4	$2.31M	Buy	+5,485	New	+$2.34M	1.75%	11

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

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

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

Broadway Wealth Solutions's MSFT Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Microsoft (MSFT) stake by 8.6% in Q2 2026, buying an estimated $198K and bringing the position to 6,186 shares worth $2.31M. The position accounts for 1.08% of the portfolio, ranked #15.

Broadway Wealth Solutions first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.65M in Q3 2025. 1,484 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Broadway Wealth Solutions held 6,186 shares of Microsoft worth $2.31M as of Q2 2026.
Broadway Wealth Solutions bought 490 Microsoft shares in Q2 2026, an estimated $198K.
Microsoft made up 1.08% of Broadway Wealth Solutions's portfolio in Q2 2026, its #15 holding.
Broadway Wealth Solutions first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Broadway Wealth Solutions's Microsoft position peaked at $2.65M in Q3 2025.
1,484 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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