Brown Wealth Management’s Microsoft MSFT Stock Holding History

Brown 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	$1.42M	Sell	3,809 -1,263	-25%	-$511K	0.32%	47
2026 Q1	$1.88M	Buy	5,072 +596	+13%	+$249K	0.48%	35
2025 Q4	$2.16M	Sell	4,476 -120	-3%	-$60.1K	0.57%	33
2025 Q3	$2.38M	Buy	4,596 +608	+15%	+$310K	0.67%	35
2025 Q2	$1.98M	Buy	3,988 +978	+32%	+$425K	0.62%	37
2025 Q1	$1.13M	Buy	3,010 +51	+2%	+$20.8K	0.39%	46
2024 Q4	$1.25M	Buy	2,959 +86	+3%	+$36.6K	0.44%	39
2024 Q3	$1.24M	Buy	2,873 +121	+4%	+$51.7K	0.45%	36
2024 Q2	$1.23M	Buy	2,752 +20	+0.7%	+$8.45K	0.5%	38
2024 Q1	$1.15M	Buy	2,732 +1,046	+62%	+$423K	0.48%	37
2023 Q4	$634K	Buy	1,686 +64	+4%	+$22.8K	0.28%	47
2023 Q3	$512K	Sell	1,622 -501	-24%	-$166K	0.24%	47
2023 Q2	$723K	Buy	+2,123	New	+$665K	0.37%	45

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

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

Brown Wealth Management reduced its Microsoft (MSFT) stake by 25% in Q2 2026, selling an estimated $511K and leaving 3,809 shares worth $1.42M. The position accounts for 0.32% of the portfolio, ranked #47.

Brown Wealth Management first reported a position in MSFT in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.38M in Q3 2025. 1,484 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Brown Wealth Management held 3,809 shares of Microsoft worth $1.42M as of Q2 2026.
Brown Wealth Management sold 1,263 Microsoft shares in Q2 2026, an estimated $511K.
Microsoft made up 0.32% of Brown Wealth Management's portfolio in Q2 2026, its #47 holding.
Brown Wealth Management first reported a position in Microsoft in Q2 2023 and has held it in 13 quarters since.
Brown Wealth Management's Microsoft position peaked at $2.38M in Q3 2025.
1,484 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.