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Commonwealth Financial Services’s Microsoft MSFT Stock Holding History

Commonwealth Financial Services’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
2025
Q3 		– Sell
-11,900
Closed -$7.18K – 235
2025
Q2 		$7.18K Hold
11,900
– – ﹤0.01% 214
2025
Q1 		$251K Buy
+11,900
New +$4.85M 0.05% 167

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

Commonwealth Financial Services's MSFT Position: Q2 2026 in Review

Commonwealth Financial Services increased its Microsoft (MSFT) stake by 26% in Q2 2026, buying an estimated $1.73M and bringing the position to 20,595 shares worth $6.39M. The position accounts for 0.86% of the portfolio, ranked #24.

Commonwealth Financial Services first reported a position in MSFT in Q4 2014 and has held it in 22 quarters since. The position peaked at $10.9M in Q2 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Commonwealth Financial Services held 20,595 shares of Microsoft worth $6.39M as of Q2 2026.
  • Commonwealth Financial Services bought 4,264 Microsoft shares in Q2 2026, an estimated $1.73M.
  • Microsoft made up 0.86% of Commonwealth Financial Services's portfolio in Q2 2026, its #24 holding.
  • Commonwealth Financial Services first reported a position in Microsoft in Q4 2014 and has held it in 22 quarters since.
  • Commonwealth Financial Services's Microsoft position peaked at $10.9M in Q2 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.