FS
MSFT icon

Financially Speaking’s Microsoft MSFT Stock Holding History

Financially Speaking’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 		$13.3K Hold
36
– – 0.06% 56
2026
Q1 		$13.3K Sell
36
-8
-18% -$3.35K 0.06% 56
2025
Q4 		$21.3K Hold
44
– – 0.01% 88
2025
Q3 		$22.8K Hold
44
– – 0.02% 83
2025
Q2 		$21.9K Buy
+44
New +$19.1K 0.01% 72
2025
Q1 		– Sell
-45
Closed -$19K – 125
2024
Q4 		$19K Buy
+45
New +$19.2K 0.01% 84

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Financially Speaking's MSFT Position: Q2 2026 in Review

Financially Speaking held its Microsoft (MSFT) position steady in Q2 2026 at 36 shares worth $13.3K. The position accounts for 0.06% of the portfolio, ranked #56.

Financially Speaking first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.8K in Q3 2025. 2,367 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Financially Speaking held 36 shares of Microsoft worth $13.3K as of Q2 2026.
  • Financially Speaking left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.06% of Financially Speaking's portfolio in Q2 2026, its #56 holding.
  • Financially Speaking first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Financially Speaking's Microsoft position peaked at $22.8K in Q3 2025.
  • 2,367 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Financially Speaking's 13F filing for Q2 2026, filed 27 Jul 2026.