Fortitude Family Office’s Microsoft MSFT Stock Holding History

Fortitude Family Office’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	$2.18M	Sell	5,851 -474	-7%	-$192K	0.42%	47
2026 Q1	$2.34M	Sell	6,325 -969	-13%	-$405K	0.52%	39
2025 Q4	$3.53M	Buy	7,294 +356	+5%	+$178K	0.82%	31
2025 Q3	$3.59M	Sell	6,938 -70	-1%	-$35.7K	0.97%	26
2025 Q2	$3.49M	Buy	7,008 +808	+13%	+$351K	1.14%	23
2025 Q1	$2.33M	Sell	6,200 -2,302	-27%	-$939K	0.83%	25
2024 Q4	$3.58M	Buy	8,502 +1,710	+25%	+$728K	1.28%	18
2024 Q3	$2.92M	Buy	6,792 +3,009	+80%	+$1.29M	1.16%	16
2024 Q2	$1.69M	Buy	3,783 +969	+34%	+$409K	0.96%	19
2024 Q1	$1.18M	Buy	2,814 +127	+5%	+$51.4K	0.8%	22
2023 Q4	$1.01M	Buy	+2,687	New	+$956K	0.75%	24

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

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Fortitude Family Office reduced its Microsoft (MSFT) stake by 7.5% in Q2 2026, selling an estimated $192K and leaving 5,851 shares worth $2.18M. The position accounts for 0.42% of the portfolio, ranked #47.

Fortitude Family Office first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.59M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Fortitude Family Office held 5,851 shares of Microsoft worth $2.18M as of Q2 2026.
Fortitude Family Office sold 474 Microsoft shares in Q2 2026, an estimated $192K.
Microsoft made up 0.42% of Fortitude Family Office's portfolio in Q2 2026, its #47 holding.
Fortitude Family Office first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Microsoft position peaked at $3.59M in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.