GenWealth Group’s Microsoft MSFT Stock Holding History

GenWealth 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	$505K	Hold	1,353	–	–	0.08%	55
2026 Q1	$501K	Buy	1,353 +302	+29%	+$126K	0.09%	55
2025 Q4	$503K	Sell	1,051 -90	-8%	-$45.1K	0.09%	56
2025 Q3	$591K	Sell	1,141 -39	-3%	-$19.9K	0.11%	46
2025 Q2	$587K	Hold	1,180	–	–	0.12%	45
2025 Q1	$443K	Sell	1,180 -204	-15%	-$83.2K	0.1%	49
2024 Q4	$583K	Buy	1,384 +36	+3%	+$15.3K	0.13%	45
2024 Q3	$580K	Buy	1,348 +54	+4%	+$23.1K	0.13%	47
2024 Q2	$578K	Hold	1,294	–	–	0.14%	46
2024 Q1	$544K	Buy	1,294 +233	+22%	+$94.3K	0.14%	47
2023 Q4	$399K	Buy	1,061 +354	+50%	+$126K	0.11%	54
2023 Q3	$223K	Hold	707	–	–	0.07%	62
2023 Q2	$241K	Hold	707	–	–	0.07%	63
2023 Q1	$204K	Buy	+707	New	+$180K	0.06%	67
2022 Q2	–	Sell	-707	Closed	-$218K	–	66
2022 Q1	$218K	Hold	707	–	–	0.06%	67
2021 Q4	$237K	Sell	707 -100	-12%	-$32.4K	0.06%	60
2021 Q3	$228K	Hold	807	–	–	0.07%	59
2021 Q2	$218K	Buy	+807	New	+$205K	0.06%	59
2020 Q2	–	Sell	-1,952	Closed	-$307K	–	71
2020 Q1	$307K	Buy	+1,952	New	+$321K	0.13%	43

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GenWealth Group's MSFT Position: Q2 2026 in Review

GenWealth Group held its Microsoft (MSFT) position steady in Q2 2026 at 1,353 shares worth $505K. The position accounts for 0.08% of the portfolio, ranked #55.

GenWealth Group first reported a position in MSFT in Q1 2020 and has held it in 19 quarters since. The position peaked at $591K in Q3 2025. 2,462 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

GenWealth Group held 1,353 shares of Microsoft worth $505K as of Q2 2026.
GenWealth Group left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.08% of GenWealth Group's portfolio in Q2 2026, its #55 holding.
GenWealth Group first reported a position in Microsoft in Q1 2020 and has held it in 19 quarters since.
GenWealth Group's Microsoft position peaked at $591K in Q3 2025.
2,462 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.