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Encompass More Asset Management’s Microsoft MSFT Stock Holding History

Encompass More Asset 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 		$3.02M Sell
8,106
-475
-6% -$192K 0.44% 48
2026
Q1 		$3.18M Sell
8,581
-2,368
-22% -$991K 0.53% 36
2025
Q4 		$5.3M Buy
10,949
+5,354
+96% +$2.68M 0.98% 23
2025
Q3 		$2.9M Buy
5,595
+147
+3% +$75K 0.55% 44
2025
Q2 		$2.71M Sell
5,448
-153
-3% -$66.4K 0.63% 36
2025
Q1 		$2.1M Sell
5,601
-259
-4% -$106K 0.63% 49
2024
Q4 		$2.47M Buy
5,860
+187
+3% +$79.7K 0.81% 33
2024
Q3 		$2.44M Buy
5,673
+1,692
+43% +$723K 0.93% 29
2024
Q2 		$1.78M Buy
3,981
+46
+1% +$19.4K 1.27% 19
2024
Q1 		$1.66M Sell
3,935
-203
-5% -$82.2K 1.37% 19
2023
Q4 		$1.56M Buy
+4,138
New +$1.47M 1.75% 16

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
Ninety One (UK)
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Encompass More Asset Management's MSFT Position: Q2 2026 in Review

Encompass More Asset Management reduced its Microsoft (MSFT) stake by 5.5% in Q2 2026, selling an estimated $192K and leaving 8,106 shares worth $3.02M. The position accounts for 0.44% of the portfolio, ranked #48.

Encompass More Asset Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.3M in Q4 2025. 1,047 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Encompass More Asset Management held 8,106 shares of Microsoft worth $3.02M as of Q2 2026.
  • Encompass More Asset Management sold 475 Microsoft shares in Q2 2026, an estimated $192K.
  • Microsoft made up 0.44% of Encompass More Asset Management's portfolio in Q2 2026, its #48 holding.
  • Encompass More Asset Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Encompass More Asset Management's Microsoft position peaked at $5.3M in Q4 2025.
  • 1,047 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.