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David J. Yvars Group’s Microsoft MSFT Stock Holding History

David J. Yvars 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 		– Sell
-25,659
Closed -$10.4M – 107
2026
Q1 		$9.5M Buy
25,659
+255
+1% +$107K 5.31% 4
2025
Q4 		$12.3M Buy
25,404
+17
+0.1% +$8.52K 6.54% 4
2025
Q3 		$13.1M Sell
25,387
-59
-0.2% -$30.1K 7.04% 4
2025
Q2 		$12.7M Buy
25,446
+1,074
+4% +$466K 7.41% 4
2025
Q1 		$9.15M Buy
24,372
+36
+0.1% +$14.7K 7.2% 4
2024
Q4 		$10.3M Sell
24,336
-1,357
-5% -$578K 6.26% 4
2024
Q3 		$11.1M Sell
25,693
-242
-0.9% -$103K 6.85% 4
2024
Q2 		$11.6M Buy
25,935
+504
+2% +$213K 7.25% 4
2024
Q1 		$10.7M Buy
25,431
+767
+3% +$310K 7.21% 2
2023
Q4 		$9.27M Buy
24,664
+131
+0.5% +$46.6K 7.46% 3
2023
Q3 		$7.75M Buy
24,533
+118
+0.5% +$39K 6.46% 3
2023
Q2 		$8.31M Sell
24,415
-664
-3% -$208K 6.87% 2
2023
Q1 		$7.23M Sell
25,079
-2,686
-10% -$685K 6.53% 2
2022
Q4 		$6.66M Sell
27,765
-2,161
-7% -$519K 8.34% 2
2022
Q3 		$6.97M Sell
29,926
-173
-0.6% -$45.7K 7.75% 2
2022
Q2 		$7.81M Sell
30,099
-726
-2% -$197K 10.63% 2
2022
Q1 		$9.5M Sell
30,825
-18,998
-38% -$5.72M 6.61% 2
2021
Q4 		$16.8M Sell
49,823
-2,901
-6% -$941K 10.35% 2
2021
Q3 		$15.2M Buy
52,724
+352
+0.7% +$102K 8.9% 2
2021
Q2 		$14.2M Sell
52,372
-582
-1% -$148K 7.97% 2
2021
Q1 		$12.5M Buy
52,954
+632
+1% +$147K 7.95% 2
2020
Q4 		$11.6M Buy
+52,322
New +$11.3M 7.88% 2

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

David J. Yvars Group's MSFT Position: Q2 2026 in Review

David J. Yvars Group sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 25,659 shares — an estimated $10.4M sold.

David J. Yvars Group first reported a position in MSFT in Q4 2020 and held it in 22 quarters. The position peaked at $16.8M in Q4 2021. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • David J. Yvars Group reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
  • David J. Yvars Group sold 25,659 Microsoft shares in Q2 2026, an estimated $10.4M.
  • David J. Yvars Group first reported a position in Microsoft in Q4 2020 and held it in 22 quarters.
  • David J. Yvars Group's Microsoft position peaked at $16.8M in Q4 2021.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.