FF
MSFT icon

Fortitude Financial’s Microsoft MSFT Stock Holding History

Fortitude Financial’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 		$552K Sell
1,480
-82
-5% -$33.2K 0.5% 17
2026
Q1 		$578K Sell
1,562
-13
-0.8% -$5.44K 0.31% 25
2025
Q4 		$762K Sell
1,575
-26,227
-94% -$13.1M 0.65% 21
2025
Q3 		$1.45M Sell
27,802
-7,452
-21% -$3.8M 1.2% 15
2025
Q2 		$1.81M Buy
+35,254
New +$15.3M 1.61% 13

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Fortitude Financial's MSFT Position: Q2 2026 in Review

Fortitude Financial reduced its Microsoft (MSFT) stake by 5.2% in Q2 2026, selling an estimated $33.2K and leaving 1,480 shares worth $552K. The position accounts for 0.5% of the portfolio, ranked #17.

Fortitude Financial first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.81M in Q2 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Fortitude Financial held 1,480 shares of Microsoft worth $552K as of Q2 2026.
  • Fortitude Financial sold 82 Microsoft shares in Q2 2026, an estimated $33.2K.
  • Microsoft made up 0.5% of Fortitude Financial's portfolio in Q2 2026, its #17 holding.
  • Fortitude Financial first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • Fortitude Financial's Microsoft position peaked at $1.81M in Q2 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fortitude Financial's 13F filing for Q2 2026, filed 9 Jul 2026.