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Demars Financial Group’s Microsoft MSFT Stock Holding History

Demars Financial 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 		$1.42M Buy
3,817
+21
+0.6% +$8.5K 0.39% 35
2026
Q1 		$1.41M Buy
3,796
+83
+2% +$34.7K 0.46% 28
2025
Q4 		$1.8M Buy
3,713
+34
+0.9% +$17K 0.6% 20
2025
Q3 		$1.91M Buy
3,679
+452
+14% +$231K 0.66% 18
2025
Q2 		$1.6M Sell
3,227
-1,199,856
-100% -$521M 0.62% 20
2025
Q1 		$3.21M Buy
1,203,083
+379,098
+46% +$155M 0.09% 53
2024
Q4 		$1.95M Buy
823,985
+822,101
+43,636% +$350M 0.06% 61
2024
Q3 		$811K Sell
1,884
-57
-3% -$24.4K 0.37% 25
2024
Q2 		$867K Sell
1,941
-41
-2% -$17.3K 0.42% 21
2024
Q1 		$834K Sell
1,982
-129
-6% -$52.2K 0.41% 23
2023
Q4 		$794K Buy
2,111
+116
+6% +$41.3K 0.42% 23
2023
Q3 		$630K Sell
1,995
-21
-1% -$6.94K 0.36% 41
2023
Q2 		$687K Sell
2,016
-60
-3% -$18.8K 0.38% 40
2023
Q1 		$599K Sell
2,076
-1
-0% -$255 0.33% 44
2022
Q4 		$498K Sell
2,077
-6,158
-75% -$1.48M 0.27% 47
2022
Q3 		$1.92M Buy
8,235
+501
+6% +$132K 1.14% 26
2022
Q2 		$1.99M Sell
7,734
-6,239
-45% -$1.69M 1.13% 26
2022
Q1 		$4.31M Buy
13,973
+1,244
+10% +$374K 2.17% 14
2021
Q4 		$4.28M Buy
12,729
+23
+0.2% +$7.46K 2.27% 13
2021
Q3 		$3.58M Sell
12,706
-2,928
-19% -$852K 2.11% 17
2021
Q2 		$4.24M Buy
15,634
+534
+4% +$136K 2.55% 13
2021
Q1 		$3.56M Sell
15,100
-870
-5% -$202K 2.4% 13
2020
Q4 		$3.55M Sell
15,970
-239
-1% -$51.4K 2.51% 12
2020
Q3 		$3.41M Sell
16,209
-29
-0.2% -$6.09K 2.6% 10
2020
Q2 		$3.31M Buy
16,238
+846
+5% +$154K 2.74% 8
2020
Q1 		$2.43M Buy
15,392
+1,043
+7% +$172K 2.54% 13
2019
Q4 		$2.26M Buy
+14,349
New +$2.11M 2.04% 16

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Demars Financial Group's MSFT Position: Q2 2026 in Review

Demars Financial Group increased its Microsoft (MSFT) stake by 0.55% in Q2 2026, buying an estimated $8.5K and bringing the position to 3,817 shares worth $1.42M. The position accounts for 0.39% of the portfolio, ranked #35.

Demars Financial Group first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.31M in Q1 2022. 2,562 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Demars Financial Group held 3,817 shares of Microsoft worth $1.42M as of Q2 2026.
  • Demars Financial Group bought 21 Microsoft shares in Q2 2026, an estimated $8.5K.
  • Microsoft made up 0.39% of Demars Financial Group's portfolio in Q2 2026, its #35 holding.
  • Demars Financial Group first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Demars Financial Group's Microsoft position peaked at $4.31M in Q1 2022.
  • 2,562 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.