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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 		$8.56M Buy
+22,938
New +$9.28M 4.04% 5
2026
Q1 		– Sell
-1,300
Closed -$22.4K – 96
2025
Q4 		$22.4K Buy
+1,300
New +$651K 0.01% 93

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.