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Eagle Wealth Strategies’s Microsoft MSFT Stock Holding History

Eagle Wealth Strategies’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 		$2.86M Buy
7,672
+986
+15% +$399K 1.09% 14
2026
Q1 		$2.48M Buy
6,686
+117
+2% +$49K 1.09% 13
2025
Q4 		$3.18M Sell
6,569
-74
-1% -$37.1K 1.48% 11
2025
Q3 		$3.44M Buy
6,643
+210
+3% +$107K 1.71% 9
2025
Q2 		$3.2M Sell
6,433
-239
-4% -$104K 1.79% 12
2025
Q1 		$2.5M Buy
6,672
+123
+2% +$50.1K 1.54% 11
2024
Q4 		$2.76M Buy
6,549
+219
+3% +$93.3K 2% 8
2024
Q3 		$2.72M Buy
6,330
+880
+16% +$376K 1.99% 6
2024
Q2 		$2.44M Buy
5,450
+116
+2% +$49K 1.97% 6
2024
Q1 		$2.26M Sell
5,334
-52
-1% -$21.1K 1.84% 8
2023
Q4 		$2.03M Buy
+5,386
New +$1.92M 1.22% 11

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Eagle Wealth Strategies's MSFT Position: Q2 2026 in Review

Eagle Wealth Strategies increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $399K and bringing the position to 7,672 shares worth $2.86M. The position accounts for 1.09% of the portfolio, ranked #14.

Eagle Wealth Strategies first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.44M in Q3 2025. 2,892 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Eagle Wealth Strategies held 7,672 shares of Microsoft worth $2.86M as of Q2 2026.
  • Eagle Wealth Strategies bought 986 Microsoft shares in Q2 2026, an estimated $399K.
  • Microsoft made up 1.09% of Eagle Wealth Strategies's portfolio in Q2 2026, its #14 holding.
  • Eagle Wealth Strategies first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Eagle Wealth Strategies's Microsoft position peaked at $3.44M in Q3 2025.
  • 2,892 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.