Empirical Wealth Management’s Microsoft MSFT Stock Holding History

Empirical 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
2020 Q2	–	Sell	-5,000	Closed	-$789K	–	348
2020 Q1	$789K	Buy	+5,000	New	+$822K	0.09%	136
2019 Q4	–	Sell	-4,000	Closed	-$556K	–	338
2019 Q3	$556K	Buy	+4,000	New	+$550K	0.07%	165

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Empirical Wealth Management increased its Microsoft (MSFT) stake by 4% in Q2 2026, buying an estimated $3.55M and bringing the position to 229,490 shares worth $85.6M. The position accounts for 1.25% of the portfolio, ranked #13.

Empirical Wealth Management first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $118M in Q3 2025. 2,674 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Empirical Wealth Management held 229,490 shares of Microsoft worth $85.6M as of Q2 2026.
Empirical Wealth Management bought 8,773 Microsoft shares in Q2 2026, an estimated $3.55M.
Microsoft made up 1.25% of Empirical Wealth Management's portfolio in Q2 2026, its #13 holding.
Empirical Wealth Management first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
Empirical Wealth Management's Microsoft position peaked at $118M in Q3 2025.
2,674 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.