Clayton Financial Group’s Microsoft MSFT Stock Holding History

Clayton 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	$381K	Sell	1,021 -588	-37%	-$238K	0.21%	43
2026 Q1	$596K	Sell	1,609 -69	-4%	-$28.9K	0.31%	39
2025 Q4	$811K	Buy	1,678 +796	+90%	+$399K	0.41%	33
2025 Q3	$457K	Buy	+882	New	+$450K	0.33%	32
2025 Q2	–	Sell	-4,261	Closed	-$1.6M	–	82
2025 Q1	$1.6M	Sell	4,261 -27	-0.6%	-$11K	0.59%	32
2024 Q4	$1.81M	Sell	4,288 -62	-1%	-$26.4K	0.65%	33
2024 Q3	$1.87M	Buy	4,350 +520	+14%	+$222K	0.7%	33
2024 Q2	$1.61M	Buy	3,830 +94	+3%	+$39.7K	0.7%	32
2024 Q1	$1.57M	Buy	+3,736	New	+$1.51M	0.72%	30

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

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 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 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Clayton Financial Group reduced its Microsoft (MSFT) stake by 37% in Q2 2026, selling an estimated $238K and leaving 1,021 shares worth $381K. The position accounts for 0.21% of the portfolio, ranked #43.

Clayton Financial Group first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.87M in Q3 2024. 1,298 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Clayton Financial Group held 1,021 shares of Microsoft worth $381K as of Q2 2026.
Clayton Financial Group sold 588 Microsoft shares in Q2 2026, an estimated $238K.
Microsoft made up 0.21% of Clayton Financial Group's portfolio in Q2 2026, its #43 holding.
Clayton Financial Group first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
Clayton Financial Group's Microsoft position peaked at $1.87M in Q3 2024.
1,298 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.