Financial Life Planners’s Microsoft MSFT Stock Holding History

Financial Life Planners’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	$3.11M	Sell	8,344 -256	-3%	-$104K	2%	7
2026 Q1	$3.18M	Sell	8,600 -212	-2%	-$88.7K	2.44%	7
2025 Q4	$4.26M	Sell	8,812 -88	-1%	-$44.1K	3.06%	7
2025 Q3	$4.61M	Sell	8,900 -160	-2%	-$81.6K	3.1%	7
2025 Q2	$4.51M	Sell	9,060 -4,353	-32%	-$1.89M	3.67%	5
2025 Q1	$5.04M	Sell	13,413 -1,478	-10%	-$603K	4.9%	5
2024 Q4	$6.29M	Buy	+14,891	New	+$6.34M	5.27%	5

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Financial Life Planners's MSFT Position: Q2 2026 in Review

Financial Life Planners reduced its Microsoft (MSFT) stake by 3% in Q2 2026, selling an estimated $104K and leaving 8,344 shares worth $3.11M. The position accounts for 2% of the portfolio, ranked #7.

Financial Life Planners first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.29M in Q4 2024. 2,980 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Financial Life Planners held 8,344 shares of Microsoft worth $3.11M as of Q2 2026.
Financial Life Planners sold 256 Microsoft shares in Q2 2026, an estimated $104K.
Microsoft made up 2% of Financial Life Planners's portfolio in Q2 2026, its #7 holding.
Financial Life Planners first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Financial Life Planners's Microsoft position peaked at $6.29M in Q4 2024.
2,980 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.