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Clune & Associates’s Microsoft MSFT Stock Holding History

Clune & Associates’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 		$1.57M Sell
4,208
-840
-17% -$340K 0.24% 67
2026
Q1 		$1.87M Buy
5,048
+246
+5% +$103K 0.35% 61
2025
Q4 		$2.32M Sell
4,802
-383
-7% -$192K 0.5% 57
2025
Q3 		$2.69M Buy
5,185
+201
+4% +$103K 0.67% 47
2025
Q2 		$2.48M Buy
4,984
+407
+9% +$177K 0.68% 47
2025
Q1 		$1.72M Sell
4,577
-7
-0.2% -$2.85K 0.53% 56
2024
Q4 		$1.93M Buy
+4,584
New +$1.95M 0.64% 48

Other funds holding MSFT

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
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
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
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

Clune & Associates's MSFT Position: Q2 2026 in Review

Clune & Associates reduced its Microsoft (MSFT) stake by 17% in Q2 2026, selling an estimated $340K and leaving 4,208 shares worth $1.57M. The position accounts for 0.24% of the portfolio, ranked #67.

Clune & Associates first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.69M in Q3 2025. 1,485 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Clune & Associates held 4,208 shares of Microsoft worth $1.57M as of Q2 2026.
  • Clune & Associates sold 840 Microsoft shares in Q2 2026, an estimated $340K.
  • Microsoft made up 0.24% of Clune & Associates's portfolio in Q2 2026, its #67 holding.
  • Clune & Associates first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Microsoft position peaked at $2.69M in Q3 2025.
  • 1,485 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.