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Forza Wealth Management’s Microsoft MSFT Stock Holding History

Forza Wealth Management’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 		$4.51M Sell
12,100
-243
-2% -$98.3K 1.38% 21
2026
Q1 		$4.57M Buy
12,343
+284
+2% +$119K 1.59% 15
2025
Q4 		$5.83M Buy
12,059
+109
+0.9% +$54.6K 2.11% 9
2025
Q3 		$6.19M Buy
11,950
+281
+2% +$143K 2.37% 5
2025
Q2 		$5.8M Sell
11,669
-120
-1% -$52.1K 2.38% 6
2025
Q1 		$4.43M Sell
11,789
-124
-1% -$50.6K 1.99% 10
2024
Q4 		$5.02M Sell
11,913
-294
-2% -$125K 2.29% 8
2024
Q3 		$5.25M Buy
12,207
+399
+3% +$171K 2.41% 5
2024
Q2 		$5.28M Sell
11,808
-106
-0.9% -$44.8K 2.72% 5
2024
Q1 		$5.01M Hold
11,914
– – 2.61% 5
2023
Q4 		$4.48M Sell
11,914
-4,239
-26% -$1.51M 2.47% 8
2023
Q3 		$5.1M Buy
16,153
+95
+0.6% +$31.4K 2.63% 3
2023
Q2 		$5.47M Sell
16,058
-508
-3% -$159K 2.75% 3
2023
Q1 		$4.78M Buy
16,566
+5,259
+47% +$1.34M 2.46% 5
2022
Q4 		$2.71M Buy
+11,307
New +$2.71M 1.8% 14

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

Forza Wealth Management's MSFT Position: Q2 2026 in Review

Forza Wealth Management reduced its Microsoft (MSFT) stake by 2% in Q2 2026, selling an estimated $98.3K and leaving 12,100 shares worth $4.51M. The position accounts for 1.38% of the portfolio, ranked #21.

Forza Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.19M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Forza Wealth Management held 12,100 shares of Microsoft worth $4.51M as of Q2 2026.
  • Forza Wealth Management sold 243 Microsoft shares in Q2 2026, an estimated $98.3K.
  • Microsoft made up 1.38% of Forza Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Forza Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Forza Wealth Management's Microsoft position peaked at $6.19M in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.