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GEN Financial Management’s Microsoft MSFT Stock Holding History

GEN Financial 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 		$573K Sell
1,536
-110
-7% -$44.5K 0.34% 28
2026
Q1 		$609K Buy
1,646
+135
+9% +$56.5K 0.38% 31
2025
Q4 		$731K Buy
1,511
+51
+3% +$25.6K 0.46% 27
2025
Q3 		$756K Buy
1,460
+52
+4% +$26.5K 0.65% 25
2025
Q2 		$700K Sell
1,408
-952
-40% -$413K 0.57% 25
2025
Q1 		$886K Buy
2,360
+41
+2% +$16.7K 0.6% 18
2024
Q4 		$977K Buy
+2,319
New +$988K 0.63% 20

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

GEN Financial Management's MSFT Position: Q2 2026 in Review

GEN Financial Management reduced its Microsoft (MSFT) stake by 6.7% in Q2 2026, selling an estimated $44.5K and leaving 1,536 shares worth $573K. The position accounts for 0.34% of the portfolio, ranked #28.

GEN Financial Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $977K in Q4 2024. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • GEN Financial Management held 1,536 shares of Microsoft worth $573K as of Q2 2026.
  • GEN Financial Management sold 110 Microsoft shares in Q2 2026, an estimated $44.5K.
  • Microsoft made up 0.34% of GEN Financial Management's portfolio in Q2 2026, its #28 holding.
  • GEN Financial Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • GEN Financial Management's Microsoft position peaked at $977K in Q4 2024.
  • 2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.