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Enzi Wealth’s Microsoft MSFT Stock Holding History

Enzi Wealth’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 		$646K Sell
1,678
-56
-3% -$22.7K 0.2% 40
2026
Q1 		$642K Sell
1,734
-16
-0.9% -$6.7K 0.22% 35
2025
Q4 		$804K Sell
1,750
-54
-3% -$27.1K 0.28% 31
2025
Q3 		$923K Buy
1,804
+33
+2% +$16.8K 0.32% 28
2025
Q2 		$891K Buy
1,771
+3
+0.2% +$1.3K 0.33% 28
2025
Q1 		$685K Sell
1,768
-32
-2% -$13K 0.28% 28
2024
Q4 		$803K Buy
1,800
+55
+3% +$23.4K 0.31% 28
2024
Q3 		$731K Sell
1,745
-61
-3% -$26.1K 0.29% 29
2024
Q2 		$844K Buy
1,806
+145
+9% +$61.2K 0.37% 26
2024
Q1 		$687K Buy
1,661
+206
+14% +$83.4K 0.32% 25
2023
Q4 		$591K Sell
1,455
-322
-18% -$115K 0.28% 26
2023
Q3 		$582K Sell
1,777
-8
-0.4% -$2.64K 0.31% 24
2023
Q2 		$612K Buy
1,785
+23
+1% +$7.21K 0.31% 28
2023
Q1 		$509K Hold
1,762
– – 0.26% 38
2022
Q4 		$426K Buy
1,762
+47
+3% +$11.3K 0.2% 47
2022
Q3 		$424K Buy
+1,715
New +$453K 0.21% 45

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
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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Enzi Wealth's MSFT Position: Q2 2026 in Review

Enzi Wealth reduced its Microsoft (MSFT) stake by 3.2% in Q2 2026, selling an estimated $22.7K and leaving 1,678 shares worth $646K. The position accounts for 0.2% of the portfolio, ranked #40.

Enzi Wealth first reported a position in MSFT in Q3 2022 and has held it in 16 quarters since. The position peaked at $923K in Q3 2025. 1,389 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Enzi Wealth held 1,678 shares of Microsoft worth $646K as of Q2 2026.
  • Enzi Wealth sold 56 Microsoft shares in Q2 2026, an estimated $22.7K.
  • Microsoft made up 0.2% of Enzi Wealth's portfolio in Q2 2026, its #40 holding.
  • Enzi Wealth first reported a position in Microsoft in Q3 2022 and has held it in 16 quarters since.
  • Enzi Wealth's Microsoft position peaked at $923K in Q3 2025.
  • 1,389 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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