Caliber Wealth Management (Kansas)’s Microsoft MSFT Stock Holding History

Caliber Wealth Management (Kansas)’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	$7.86M	Buy	21,075 +434	+2%	+$176K	0.76%	23
2026 Q1	$7.64M	Buy	20,641 +1,811	+10%	+$758K	0.84%	21
2025 Q4	$9.11M	Sell	18,830 -449	-2%	-$225K	0.98%	20
2025 Q3	$9.99M	Sell	19,279 -81,569	-81%	-$41.6M	1.11%	18
2025 Q2	$50.2M	Buy	100,848 +4,589	+5%	+$1.99M	5.39%	2
2025 Q1	$36.1M	Buy	+96,259	New	+$39.2M	4.93%	4

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s MSFT Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Microsoft (MSFT) stake by 2.1% in Q2 2026, buying an estimated $176K and bringing the position to 21,075 shares worth $7.86M. The position accounts for 0.76% of the portfolio, ranked #23.

Caliber Wealth Management (Kansas) first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $50.2M in Q2 2025. 2,599 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Caliber Wealth Management (Kansas) held 21,075 shares of Microsoft worth $7.86M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 434 Microsoft shares in Q2 2026, an estimated $176K.
Microsoft made up 0.76% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #23 holding.
Caliber Wealth Management (Kansas) first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s Microsoft position peaked at $50.2M in Q2 2025.
2,599 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.