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Genesis Private Wealth’s Microsoft MSFT Stock Holding History

Genesis Private Wealth’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 		$2.03M Sell
5,449
-1,214
-18% -$491K 0.57% 45
2026
Q1 		$2.47M Sell
6,663
-407
-6% -$170K 0.78% 38
2025
Q4 		$3.42M Buy
7,070
+199
+3% +$99.7K 1.06% 29
2025
Q3 		$3.56M Buy
6,871
+440
+7% +$224K 1.5% 24
2025
Q2 		$3.2M Buy
6,431
+216
+3% +$93.8K 1.51% 22
2025
Q1 		$2.33M Buy
6,215
+100
+2% +$40.8K 1.24% 25
2024
Q4 		$2.58M Buy
+6,115
New +$2.6M 1.42% 21

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
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

Genesis Private Wealth's MSFT Position: Q2 2026 in Review

Genesis Private Wealth reduced its Microsoft (MSFT) stake by 18% in Q2 2026, selling an estimated $491K and leaving 5,449 shares worth $2.03M. The position accounts for 0.57% of the portfolio, ranked #45.

Genesis Private Wealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.56M in Q3 2025. 1,389 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Genesis Private Wealth held 5,449 shares of Microsoft worth $2.03M as of Q2 2026.
  • Genesis Private Wealth sold 1,214 Microsoft shares in Q2 2026, an estimated $491K.
  • Microsoft made up 0.57% of Genesis Private Wealth's portfolio in Q2 2026, its #45 holding.
  • Genesis Private Wealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Genesis Private Wealth's Microsoft position peaked at $3.56M in Q3 2025.
  • 1,389 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.