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Carter Financial Group’s Microsoft MSFT Stock Holding History

Carter Financial 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 		$2.58M Buy
6,918
+360
+5% +$146K 1.34% 18
2026
Q1 		$2.43M Sell
6,558
-392
-6% -$164K 1.5% 15
2025
Q4 		$3.36M Buy
6,950
+93
+1% +$46.6K 1.99% 13
2025
Q3 		$3.55M Buy
6,857
+180
+3% +$91.8K 2.15% 12
2025
Q2 		$3.32M Buy
+6,677
New +$2.9M 2.17% 12
2022
Q1 		$1.39M Buy
+4,498
New +$1.35M 1.86% 9

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

Carter Financial Group's MSFT Position: Q2 2026 in Review

Carter Financial Group increased its Microsoft (MSFT) stake by 5.5% in Q2 2026, buying an estimated $146K and bringing the position to 6,918 shares worth $2.58M. The position accounts for 1.34% of the portfolio, ranked #18.

Carter Financial Group first reported a position in MSFT in Q1 2022 and has held it in 6 quarters since. The position peaked at $3.55M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Carter Financial Group held 6,918 shares of Microsoft worth $2.58M as of Q2 2026.
  • Carter Financial Group bought 360 Microsoft shares in Q2 2026, an estimated $146K.
  • Microsoft made up 1.34% of Carter Financial Group's portfolio in Q2 2026, its #18 holding.
  • Carter Financial Group first reported a position in Microsoft in Q1 2022 and has held it in 6 quarters since.
  • Carter Financial Group's Microsoft position peaked at $3.55M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.