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C2C Wealth Management’s Microsoft MSFT Stock Holding History

C2C 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 		$5.89M Sell
15,788
-696
-4% -$282K 4.61% 6
2026
Q1 		$6.1M Buy
16,484
+92
+0.6% +$38.5K 5.16% 6
2025
Q4 		$7.93M Buy
16,392
+205
+1% +$103K 6.68% 3
2025
Q3 		$8.38M Hold
16,187
– – 7.2% 3
2025
Q2 		$8.05M Hold
16,187
– – 7.29% 1
2025
Q1 		$6.08M Sell
16,187
-244
-1% -$99.5K 5.71% 5
2024
Q4 		$6.93M Buy
16,431
+244
+2% +$104K 6.42% 3
2024
Q3 		$6.58M Sell
16,187
-50
-0.3% -$21.4K 6.13% 3
2024
Q2 		$7.26M Hold
16,237
– – 7.1% 2
2024
Q1 		$6.83M Sell
16,237
-5,454
-25% -$2.21M 6.78% 2
2023
Q4 		$8.14M Sell
21,691
-8,772
-29% -$3.12M 6.9% 2
2023
Q3 		$9.72M Sell
30,463
-324
-1% -$107K 1.38% 4
2023
Q2 		$10.7M Buy
30,787
+377
+1% +$118K 1.41% 4
2023
Q1 		$8.62M Buy
30,410
+2,884
+10% +$736K 1.39% 4
2022
Q4 		$6.43M Sell
27,526
-785
-3% -$188K 1.11% 5
2022
Q3 		$7.05M Sell
28,311
-2,101
-7% -$555K 1.38% 5
2022
Q2 		$7.89M Sell
30,412
-1,352
-4% -$367K 1.45% 4
2022
Q1 		$9.11M Sell
31,764
-902
-3% -$271K 1.55% 4
2021
Q4 		$11M Buy
+32,666
New +$10.6M 1.58% 4

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

C2C Wealth Management's MSFT Position: Q2 2026 in Review

C2C Wealth Management reduced its Microsoft (MSFT) stake by 4.2% in Q2 2026, selling an estimated $282K and leaving 15,788 shares worth $5.89M. The position accounts for 4.61% of the portfolio, ranked #6.

C2C Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $11M in Q4 2021. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • C2C Wealth Management held 15,788 shares of Microsoft worth $5.89M as of Q2 2026.
  • C2C Wealth Management sold 696 Microsoft shares in Q2 2026, an estimated $282K.
  • Microsoft made up 4.61% of C2C Wealth Management's portfolio in Q2 2026, its #6 holding.
  • C2C Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • C2C Wealth Management's Microsoft position peaked at $11M in Q4 2021.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.