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Builder Investment Group’s Microsoft MSFT Stock Holding History

Builder 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 		$12.3M Buy
33,095
+271
+0.8% +$110K 2.45% 5
2026
Q1 		$12.2M Sell
32,824
-16
-0% -$6.7K 2.64% 8
2025
Q4 		$15.9M Sell
32,840
-1
-0% -$501 3.43% 5
2025
Q3 		$17M Sell
32,841
-40
-0.1% -$20.4K 3.82% 5
2025
Q2 		$16.4M Sell
32,881
-6
-0% -$2.61K 4.04% 4
2025
Q1 		$12.3M Sell
32,887
-20
-0.1% -$8.15K 3.51% 5
2024
Q4 		$13.9M Sell
32,907
-4
-0% -$1.7K 3.77% 4
2024
Q3 		$14.2M Buy
32,911
+20
+0.1% +$8.55K 3.8% 4
2024
Q2 		$14.7M Sell
32,891
-48
-0.1% -$20.3K 4.01% 4
2024
Q1 		$13.9M Sell
32,939
-1,000
-3% -$405K 4.03% 4
2023
Q4 		$12.8M Buy
33,939
+45
+0.1% +$16K 4.58% 4
2023
Q3 		$10.7M Buy
33,894
+63
+0.2% +$20.8K 4.2% 4
2023
Q2 		$11.5M Sell
33,831
-70
-0.2% -$21.9K 4.5% 4
2023
Q1 		$9.77M Sell
33,901
-135
-0.4% -$34.4K 4.26% 5
2022
Q4 		$8.16M Buy
+34,036
New +$8.17M 3.88% 5

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
Ninety One (UK)
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
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
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

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

Builder Investment Group increased its Microsoft (MSFT) stake by 0.83% in Q2 2026, buying an estimated $110K and bringing the position to 33,095 shares worth $12.3M. The position accounts for 2.45% of the portfolio, ranked #5.

Builder Investment Group first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $17M in Q3 2025. 1,484 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Builder Investment Group held 33,095 shares of Microsoft worth $12.3M as of Q2 2026.
  • Builder Investment Group bought 271 Microsoft shares in Q2 2026, an estimated $110K.
  • Microsoft made up 2.45% of Builder Investment Group's portfolio in Q2 2026, its #5 holding.
  • Builder Investment Group first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Builder Investment Group's Microsoft position peaked at $17M in Q3 2025.
  • 1,484 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.