Flywheel Private Wealth’s Microsoft MSFT Stock Holding History

Flywheel Private 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	$1.42M	Buy	3,819 +509	+15%	+$206K	0.7%	26
2026 Q1	$1.23M	Buy	3,310 +445	+16%	+$186K	0.7%	25
2025 Q4	$1.39M	Sell	2,865 -100	-3%	-$50.1K	0.87%	22
2025 Q3	$1.54M	Sell	2,965 -100	-3%	-$51K	1.2%	19
2025 Q2	$1.52M	Sell	3,065 -210	-6%	-$91.2K	1.22%	19
2025 Q1	$1.23M	Sell	3,275 -90	-3%	-$36.7K	1.12%	21
2024 Q4	$1.42M	Buy	+3,365	New	+$1.43M	1.3%	19

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

Flywheel Private Wealth's MSFT Position: Q2 2026 in Review

Flywheel Private Wealth increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $206K and bringing the position to 3,819 shares worth $1.42M. The position accounts for 0.7% of the portfolio, ranked #26.

Flywheel Private Wealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q3 2025. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Flywheel Private Wealth held 3,819 shares of Microsoft worth $1.42M as of Q2 2026.
Flywheel Private Wealth bought 509 Microsoft shares in Q2 2026, an estimated $206K.
Microsoft made up 0.7% of Flywheel Private Wealth's portfolio in Q2 2026, its #26 holding.
Flywheel Private Wealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Flywheel Private Wealth's Microsoft position peaked at $1.54M in Q3 2025.
2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.