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Define Financial’s Microsoft MSFT Stock Holding History

Define Financial’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 		$1.69M Buy
4,518
+529
+13% +$214K 0.77% 10
2026
Q1 		$1.48M Buy
3,989
+87
+2% +$36.4K 0.8% 9
2025
Q4 		$1.89M Sell
3,902
-157
-4% -$78.7K 1.07% 9
2025
Q3 		$2.1M Buy
4,059
+1,262
+45% +$644K 1.26% 9
2025
Q2 		$1.39M Buy
2,797
+16
+0.6% +$6.95K 0.92% 9
2025
Q1 		$1.08M Buy
2,781
+1,776
+177% +$724K 0.82% 9
2024
Q4 		$424K Buy
+1,005
New +$428K 0.32% 15

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Define Financial's MSFT Position: Q2 2026 in Review

Define Financial increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $214K and bringing the position to 4,518 shares worth $1.69M. The position accounts for 0.77% of the portfolio, ranked #10.

Define Financial first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.1M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Define Financial held 4,518 shares of Microsoft worth $1.69M as of Q2 2026.
  • Define Financial bought 529 Microsoft shares in Q2 2026, an estimated $214K.
  • Microsoft made up 0.77% of Define Financial's portfolio in Q2 2026, its #10 holding.
  • Define Financial first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Define Financial's Microsoft position peaked at $2.1M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Define Financial's 13F filing for Q2 2026, filed 14 Jul 2026.