DiNuzzo Private Wealth’s Microsoft MSFT Stock Holding History

DiNuzzo Private Wealth’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	$1.52M	Sell	4,071 -7	-0.2%	-$2.83K	0.15%	33
2026 Q1	$1.51M	Sell	4,078 -24	-0.6%	-$10K	0.16%	33
2025 Q4	$1.98M	Buy	4,102 +18	+0.4%	+$9.02K	0.22%	31
2025 Q3	$2.07M	Buy	4,084 +5	+0.1%	+$2.55K	0.23%	30
2025 Q2	$2.03M	Sell	4,079 -691	-14%	-$300K	0.24%	30
2025 Q1	$1.79M	Sell	4,770 -16	-0.3%	-$6.52K	0.23%	31
2024 Q4	$2.02M	Sell	4,786 -667	-12%	-$284K	0.26%	29
2024 Q3	$2.35M	Buy	5,453 +1,603	+42%	+$685K	0.29%	28
2024 Q2	$1.72M	Buy	3,850 +191	+5%	+$80.7K	0.23%	29
2024 Q1	$1.54M	Buy	3,659 +620	+20%	+$251K	0.21%	29
2023 Q4	$1.14M	Buy	+3,039	New	+$1.08M	0.16%	30

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

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

DiNuzzo Private Wealth's MSFT Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Microsoft (MSFT) stake by 0.17% in Q2 2026, selling an estimated $2.83K and leaving 4,071 shares worth $1.52M. The position accounts for 0.15% of the portfolio, ranked #33.

DiNuzzo Private Wealth first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.35M in Q3 2024. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

DiNuzzo Private Wealth held 4,071 shares of Microsoft worth $1.52M as of Q2 2026.
DiNuzzo Private Wealth sold 7 Microsoft shares in Q2 2026, an estimated $2.83K.
Microsoft made up 0.15% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #33 holding.
DiNuzzo Private Wealth first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Microsoft position peaked at $2.35M in Q3 2024.
2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.