Drucker Wealth 3.0’s Microsoft MSFT Stock Holding History

Drucker Wealth 3.0’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	$8.83M	Sell	23,684 -607	-2%	-$246K	1.4%	16
2026 Q1	$8.99M	Sell	24,291 -1,524	-6%	-$638K	1.57%	13
2025 Q4	$12.5M	Sell	25,815 -1,270	-5%	-$636K	2.19%	10
2025 Q3	$14M	Buy	27,085 +2,789	+11%	+$1.42M	2.5%	10
2025 Q2	$12.2M	Buy	24,296 +3,692	+18%	+$1.6M	2.36%	9
2025 Q1	$7.73M	Buy	20,604 +54	+0.3%	+$22K	1.7%	15
2024 Q4	$8.66M	Buy	20,550 +180	+0.9%	+$76.7K	2%	13
2024 Q3	$8.77M	Buy	20,370 +233	+1%	+$99.6K	2.11%	9
2024 Q2	$9M	Buy	+20,137	New	+$8.5M	2.39%	9

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Drucker Wealth 3.0's MSFT Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Microsoft (MSFT) stake by 2.5% in Q2 2026, selling an estimated $246K and leaving 23,684 shares worth $8.83M. The position accounts for 1.4% of the portfolio, ranked #16.

Drucker Wealth 3.0 first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $14M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Drucker Wealth 3.0 held 23,684 shares of Microsoft worth $8.83M as of Q2 2026.
Drucker Wealth 3.0 sold 607 Microsoft shares in Q2 2026, an estimated $246K.
Microsoft made up 1.4% of Drucker Wealth 3.0's portfolio in Q2 2026, its #16 holding.
Drucker Wealth 3.0 first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
Drucker Wealth 3.0's Microsoft position peaked at $14M in Q3 2025.
1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.