Brookwood Investment Group’s Microsoft MSFT Stock Holding History

Brookwood Investment Group’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	$14.1M	Buy	37,768 +5,937	+19%	+$2.4M	1.59%	8
2026 Q1	$11.8M	Sell	31,831 -10,866	-25%	-$4.55M	1.45%	8
2025 Q4	$20.6M	Buy	42,697 +9,105	+27%	+$4.56M	2.48%	6
2025 Q3	$17.4M	Sell	33,592 -1,718	-5%	-$876K	2.25%	6
2025 Q2	$17.6M	Sell	35,310 -4,018	-10%	-$1.74M	2.83%	6
2025 Q1	$14.8M	Buy	+39,328	New	+$16M	2.54%	9

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Brookwood Investment Group's MSFT Position: Q2 2026 in Review

Brookwood Investment Group increased its Microsoft (MSFT) stake by 19% in Q2 2026, buying an estimated $2.4M and bringing the position to 37,768 shares worth $14.1M. The position accounts for 1.59% of the portfolio, ranked #8.

Brookwood Investment Group first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.6M in Q4 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Brookwood Investment Group held 37,768 shares of Microsoft worth $14.1M as of Q2 2026.
Brookwood Investment Group bought 5,937 Microsoft shares in Q2 2026, an estimated $2.4M.
Microsoft made up 1.59% of Brookwood Investment Group's portfolio in Q2 2026, its #8 holding.
Brookwood Investment Group first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's Microsoft position peaked at $20.6M in Q4 2025.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.