Family Office Research’s Microsoft MSFT Stock Holding History

Family Office Research’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	$586K	Buy	1,572 +153	+11%	+$61.9K	0.22%	47
2026 Q1	$525K	Buy	1,419 +2	+0.1%	+$837	0.23%	44
2025 Q4	$691K	Sell	1,417 -49	-3%	-$24.6K	0.28%	38
2025 Q3	$759K	Sell	1,466 -326	-18%	-$166K	0.33%	34
2025 Q2	$892K	Buy	1,792 +33	+2%	+$14.3K	0.42%	29
2025 Q1	$661K	Buy	1,759 +158	+10%	+$64.4K	0.32%	31
2024 Q4	$675K	Buy	+1,601	New	+$682K	0.3%	32

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Family Office Research's MSFT Position: Q2 2026 in Review

Family Office Research increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $61.9K and bringing the position to 1,572 shares worth $586K. The position accounts for 0.22% of the portfolio, ranked #47.

Family Office Research first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $892K in Q2 2025. 2,510 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Family Office Research held 1,572 shares of Microsoft worth $586K as of Q2 2026.
Family Office Research bought 153 Microsoft shares in Q2 2026, an estimated $61.9K.
Microsoft made up 0.22% of Family Office Research's portfolio in Q2 2026, its #47 holding.
Family Office Research first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Family Office Research's Microsoft position peaked at $892K in Q2 2025.
2,510 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.