Challenger Wealth Management’s Microsoft MSFT Stock Holding History

Challenger 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	$3.04M	Sell	8,156 -261	-3%	-$106K	2.24%	13
2026 Q1	$3.12M	Sell	8,417 -171	-2%	-$71.6K	2.49%	12
2025 Q4	$4.15M	Sell	8,588 -38	-0.4%	-$19K	3.17%	8
2025 Q3	$4.47M	Sell	8,626 -753	-8%	-$384K	3.49%	7
2025 Q2	$4.67M	Sell	9,379 -202	-2%	-$87.7K	3.24%	6
2025 Q1	$3.6M	Sell	9,581 -1,492	-13%	-$608K	2.85%	8
2024 Q4	$4.67M	Buy	+11,073	New	+$4.72M	4.02%	7

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

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

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

Challenger Wealth Management reduced its Microsoft (MSFT) stake by 3.1% in Q2 2026, selling an estimated $106K and leaving 8,156 shares worth $3.04M. The position accounts for 2.24% of the portfolio, ranked #13.

Challenger Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.67M in Q4 2024. 2,856 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Challenger Wealth Management held 8,156 shares of Microsoft worth $3.04M as of Q2 2026.
Challenger Wealth Management sold 261 Microsoft shares in Q2 2026, an estimated $106K.
Microsoft made up 2.24% of Challenger Wealth Management's portfolio in Q2 2026, its #13 holding.
Challenger Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Challenger Wealth Management's Microsoft position peaked at $4.67M in Q4 2024.
2,856 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Challenger Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.