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Fortune Financial Group’s Microsoft MSFT Stock Holding History

Fortune Financial Group’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 		$380K Buy
+1,019
New +$412K 0.3% 70
2026
Q1 		– Sell
-881
Closed -$451K – 93
2025
Q4 		$451K Buy
+881
New +$441K 0.44% 53

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Fortune Financial Group's MSFT Position: Q2 2026 in Review

Fortune Financial Group opened a new position in Microsoft (MSFT) in Q2 2026: 1,019 shares worth $380K. The stake represents 0.3% of the portfolio and ranks #70 among its holdings. This is a return to the name: Fortune Financial Group previously reported a position in MSFT as recently as Q4 2025.

Fortune Financial Group first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $451K in Q4 2025. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Fortune Financial Group held 1,019 shares of Microsoft worth $380K as of Q2 2026.
  • Microsoft was a new Fortune Financial Group position in Q2 2026.
  • Microsoft made up 0.3% of Fortune Financial Group's portfolio in Q2 2026, its #70 holding.
  • Fortune Financial Group first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • Fortune Financial Group's Microsoft position peaked at $451K in Q4 2025.
  • 2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fortune Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.