Ehrlich Financial Group’s Microsoft MSFT Stock Holding History

Ehrlich Financial Group’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	$488K	Sell	1,308 -25	-2%	-$10.1K	0.25%	79
2026 Q1	$493K	Buy	1,333 +110	+9%	+$46K	0.28%	78
2025 Q4	$591K	Hold	1,223	–	–	0.34%	64
2025 Q3	$633K	Buy	1,223 +12	+1%	+$6.12K	0.38%	59
2025 Q2	$602K	Sell	1,211 -13	-1%	-$5.65K	0.39%	55
2025 Q1	$459K	Buy	1,224 +53	+5%	+$21.6K	0.33%	61
2024 Q4	$494K	Sell	1,171 -22	-2%	-$9.37K	0.35%	56
2024 Q3	$513K	Sell	1,193 -20	-2%	-$8.55K	0.37%	55
2024 Q2	$542K	Buy	1,213 +164	+16%	+$69.3K	0.43%	47
2024 Q1	$441K	Sell	1,049 -23	-2%	-$9.31K	0.37%	61
2023 Q4	$403K	Buy	+1,072	New	+$382K	0.4%	61

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

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ehrlich Financial Group's MSFT Position: Q2 2026 in Review

Ehrlich Financial Group reduced its Microsoft (MSFT) stake by 1.9% in Q2 2026, selling an estimated $10.1K and leaving 1,308 shares worth $488K. The position accounts for 0.25% of the portfolio, ranked #79.

Ehrlich Financial Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $633K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Ehrlich Financial Group held 1,308 shares of Microsoft worth $488K as of Q2 2026.
Ehrlich Financial Group sold 25 Microsoft shares in Q2 2026, an estimated $10.1K.
Microsoft made up 0.25% of Ehrlich Financial Group's portfolio in Q2 2026, its #79 holding.
Ehrlich Financial Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Ehrlich Financial Group's Microsoft position peaked at $633K in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.