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Foundation Wealth Management (Missouri)’s Microsoft MSFT Stock Holding History

Foundation Wealth Management (Missouri)’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 		$1.03M Sell
2,770
-63
-2% -$25.5K 0.61% 22
2026
Q1 		$1.05M Sell
2,833
-518
-15% -$217K 0.71% 21
2025
Q4 		$1.62M Sell
3,351
-95
-3% -$47.6K 1.07% 18
2025
Q3 		$1.78M Sell
3,446
-238
-6% -$121K 1.14% 16
2025
Q2 		$1.83M Buy
3,684
+86
+2% +$37.3K 1.28% 17
2025
Q1 		$1.35M Sell
3,598
-327
-8% -$133K 1.06% 19
2024
Q4 		$1.65M Buy
3,925
+327
+9% +$139K 1.28% 16
2024
Q3 		$1.55M Sell
3,598
-133
-4% -$56.9K 1.17% 18
2024
Q2 		$1.67M Buy
3,731
+48
+1% +$20.3K 1.31% 17
2024
Q1 		$1.55M Sell
3,683
-488
-12% -$198K 1.26% 18
2023
Q4 		$1.57M Sell
4,171
-389
-9% -$138K 1.4% 18
2023
Q3 		$1.44M Buy
4,560
+1,381
+43% +$456K 1.44% 17
2023
Q2 		$1.08M Sell
3,179
-24
-0.7% -$7.52K 1.06% 22
2023
Q1 		$923K Sell
3,203
-1,551
-33% -$396K 0.95% 24
2022
Q4 		$1.14M Buy
+4,754
New +$1.14M 1.16% 22

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s MSFT Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) reduced its Microsoft (MSFT) stake by 2.2% in Q2 2026, selling an estimated $25.5K and leaving 2,770 shares worth $1.03M. The position accounts for 0.61% of the portfolio, ranked #22.

Foundation Wealth Management (Missouri) first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.83M in Q2 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 2,770 shares of Microsoft worth $1.03M as of Q2 2026.
  • Foundation Wealth Management (Missouri) sold 63 Microsoft shares in Q2 2026, an estimated $25.5K.
  • Microsoft made up 0.61% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #22 holding.
  • Foundation Wealth Management (Missouri) first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Foundation Wealth Management (Missouri)'s Microsoft position peaked at $1.83M in Q2 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.