Deane Retirement Strategies’s Microsoft MSFT Stock Holding History

Deane Retirement Strategies’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	$4.77M	Buy	+12,790	New	+$5.17M	2.02%	25
2024 Q4	–	Sell	-6,586	Closed	-$2.83M	–	76
2024 Q3	$2.83M	Buy	6,586 +18	+0.3%	+$7.69K	1.38%	32
2024 Q2	$2.93M	Sell	6,568 -4,881	-43%	-$2.06M	1.51%	33
2024 Q1	$4.82M	Buy	11,449 +9,062	+380%	+$3.67M	2.45%	10
2023 Q4	$898K	Sell	2,387 -9,153	-79%	-$3.26M	0.49%	39
2023 Q3	$3.64M	Buy	+11,540	New	+$3.81M	2.03%	10
2020 Q3	–	Sell	-8,940	Closed	-$1.82M	–	69
2020 Q2	$1.82M	Buy	8,940 +10	+0.1%	+$1.81K	1.33%	18
2020 Q1	$1.41M	Buy	+8,930	New	+$1.47M	1.04%	29
2016 Q3	–	Sell	-29,089	Closed	-$1.49M	–	51
2016 Q2	$1.49M	Sell	29,089 -1,197	-4%	-$62.2K	1.36%	19
2016 Q1	$1.67M	Buy	+30,286	New	+$1.59M	1.56%	16

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Deane Retirement Strategies's MSFT Position: Q2 2026 in Review

Deane Retirement Strategies opened a new position in Microsoft (MSFT) in Q2 2026: 12,790 shares worth $4.77M. The stake represents 2.02% of the portfolio and ranks #25 among its holdings. This is a return to the name: Deane Retirement Strategies previously reported a position in MSFT as recently as Q3 2024.

Deane Retirement Strategies first reported a position in MSFT in Q1 2016 and has held it in 10 quarters since. The position peaked at $4.82M in Q1 2024. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Deane Retirement Strategies held 12,790 shares of Microsoft worth $4.77M as of Q2 2026.
Microsoft was a new Deane Retirement Strategies position in Q2 2026.
Microsoft made up 2.02% of Deane Retirement Strategies's portfolio in Q2 2026, its #25 holding.
Deane Retirement Strategies first reported a position in Microsoft in Q1 2016 and has held it in 10 quarters since.
Deane Retirement Strategies's Microsoft position peaked at $4.82M in Q1 2024.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.