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Coastwise Capital Group’s Microsoft MSFT Stock Holding History

Coastwise Capital 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 		$5.89M Buy
15,783
+1,313
+9% +$531K 3.42% 8
2026
Q1 		$5.36M Buy
14,470
+3,229
+29% +$1.35M 2.97% 8
2025
Q4 		$5.44M Buy
11,241
+183
+2% +$91.7K 2.72% 9
2025
Q3 		$5.73M Buy
11,058
+83
+0.8% +$42.3K 4.03% 5
2025
Q2 		$5.46M Buy
10,975
+161
+1% +$69.9K 4.35% 4
2025
Q1 		$4.06M Buy
10,814
+2,461
+29% +$1M 3.42% 5
2024
Q4 		$3.52M Buy
8,353
+658
+9% +$280K 2.81% 7
2024
Q3 		$3.31M Buy
7,695
+982
+15% +$420K 2.73% 7
2024
Q2 		$3M Sell
6,713
-38
-0.6% -$16K 2.86% 7
2024
Q1 		$2.84M Sell
6,751
-145
-2% -$58.7K 2.63% 9
2023
Q4 		$2.59M Buy
6,896
+48
+0.7% +$17.1K 2.64% 8
2023
Q3 		$2.16M Buy
6,848
+776
+13% +$256K 2.48% 8
2023
Q2 		$2.07M Sell
6,072
-1,954
-24% -$612K 2.34% 9
2023
Q1 		$2.31M Buy
8,026
+1,004
+14% +$256K 2.64% 8
2022
Q4 		$1.68M Buy
7,022
+589
+9% +$141K 2% 9
2022
Q3 		$1.5M Buy
6,433
+152
+2% +$40.1K 2.37% 6
2022
Q2 		$1.61M Buy
6,281
+1,783
+40% +$484K 1.96% 12
2022
Q1 		$1.39M Buy
+4,498
New +$1.35M 1.72% 13

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

Coastwise Capital Group's MSFT Position: Q2 2026 in Review

Coastwise Capital Group increased its Microsoft (MSFT) stake by 9.1% in Q2 2026, buying an estimated $531K and bringing the position to 15,783 shares worth $5.89M. The position accounts for 3.42% of the portfolio, ranked #8.

Coastwise Capital Group first reported a position in MSFT in Q1 2022 and has held it in 18 quarters since. 1,341 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Coastwise Capital Group held 15,783 shares of Microsoft worth $5.89M as of Q2 2026.
  • Coastwise Capital Group bought 1,313 Microsoft shares in Q2 2026, an estimated $531K.
  • Microsoft made up 3.42% of Coastwise Capital Group's portfolio in Q2 2026, its #8 holding.
  • Coastwise Capital Group first reported a position in Microsoft in Q1 2022 and has held it in 18 quarters since.
  • 1,341 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.