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DWR Wealth Management’s Microsoft MSFT Stock Holding History

DWR 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 		$375K Sell
1,017
-112
-10% -$45.3K 0.28% 41
2026
Q1 		$405K Buy
1,129
+30
+3% +$12.6K 0.35% 35
2025
Q4 		$536K Buy
+1,099
New +$551K 0.5% 28

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

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

DWR Wealth Management reduced its Microsoft (MSFT) stake by 9.9% in Q2 2026, selling an estimated $45.3K and leaving 1,017 shares worth $375K. The position accounts for 0.28% of the portfolio, ranked #41.

DWR Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $536K in Q4 2025. 2,514 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • DWR Wealth Management held 1,017 shares of Microsoft worth $375K as of Q2 2026.
  • DWR Wealth Management sold 112 Microsoft shares in Q2 2026, an estimated $45.3K.
  • Microsoft made up 0.28% of DWR Wealth Management's portfolio in Q2 2026, its #41 holding.
  • DWR Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • DWR Wealth Management's Microsoft position peaked at $536K in Q4 2025.
  • 2,514 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.