Dogwood Wealth Management’s Microsoft MSFT Stock Holding History

Dogwood Wealth Management’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	$943K	Sell	2,528 -424	-14%	-$172K	0.37%	37
2026 Q1	$1.09M	Sell	2,952 -911	-24%	-$381K	0.47%	38
2025 Q4	$1.87M	Sell	3,863 -1,015	-21%	-$509K	0.82%	28
2025 Q3	$2.53M	Sell	4,878 -819	-14%	-$418K	1.15%	22
2025 Q2	$2.83M	Buy	5,697 +308	+6%	+$134K	1.38%	19
2025 Q1	$2.02M	Buy	5,389 +875	+19%	+$357K	1.06%	26
2024 Q4	$1.9M	Buy	4,514 +640	+17%	+$273K	1.01%	27
2024 Q3	$1.67M	Buy	3,874 +979	+34%	+$418K	0.96%	30
2024 Q2	$1.29M	Buy	2,895 +440	+18%	+$186K	0.8%	31
2024 Q1	$1.03M	Buy	2,455 +227	+10%	+$91.9K	0.7%	33
2023 Q4	$838K	Buy	+2,228	New	+$793K	0.65%	33

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

Dogwood Wealth Management's MSFT Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Microsoft (MSFT) stake by 14% in Q2 2026, selling an estimated $172K and leaving 2,528 shares worth $943K. The position accounts for 0.37% of the portfolio, ranked #37.

Dogwood Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.83M in Q2 2025. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Dogwood Wealth Management held 2,528 shares of Microsoft worth $943K as of Q2 2026.
Dogwood Wealth Management sold 424 Microsoft shares in Q2 2026, an estimated $172K.
Microsoft made up 0.37% of Dogwood Wealth Management's portfolio in Q2 2026, its #37 holding.
Dogwood Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's Microsoft position peaked at $2.83M in Q2 2025.
2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.