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Global Financial Private Client’s Microsoft MSFT Stock Holding History

Global Financial Private Client’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 		$7.29M Buy
19,540
+1,547
+9% +$626K 1.98% 4
2026
Q1 		$6.66M Buy
17,993
+1,737
+11% +$727K 2.18% 4
2025
Q4 		$7.86M Buy
16,256
+273
+2% +$137K 2.76% 4
2025
Q3 		$8.28M Buy
15,983
+422
+3% +$215K 2.95% 4
2025
Q2 		$7.74M Sell
15,561
-2
-0% -$869 2.9% 5
2025
Q1 		$5.84M Sell
15,563
-222
-1% -$90.5K 2.23% 6
2024
Q4 		$6.65M Sell
15,785
-118
-0.7% -$50.3K 2.49% 6
2024
Q3 		$6.84M Buy
15,903
+836
+6% +$357K 2.67% 6
2024
Q2 		$6.73M Buy
15,067
+53
+0.4% +$22.4K 2.82% 6
2024
Q1 		$6.37M Sell
15,014
-67
-0.4% -$27.1K 2.74% 6
2023
Q4 		$5.67M Buy
15,081
+339
+2% +$121K 2.65% 6
2023
Q3 		$4.74M Buy
14,742
+3
+0% +$991 2.45% 6
2023
Q2 		$4.98M Sell
14,739
-343
-2% -$107K 2.45% 6
2023
Q1 		$4.33M Buy
15,082
+159
+1% +$40.6K 2.23% 6
2022
Q4 		$3.58M Buy
14,923
+281
+2% +$67.4K 2% 8
2022
Q3 		$3.53M Buy
14,642
+108
+0.7% +$28.5K 2.03% 11
2022
Q2 		$3.77M Buy
14,534
+583
+4% +$158K 2.13% 10
2022
Q1 		$4.32M Buy
13,951
+885
+7% +$266K 2.09% 12
2021
Q4 		$4.39M Sell
13,066
-1,304
-9% -$423K 2.12% 11
2021
Q3 		$4.15M Sell
14,370
-193
-1% -$56.2K 2.14% 11
2021
Q2 		$3.96M Buy
14,563
+1,201
+9% +$305K 2.21% 11
2021
Q1 		$3.24M Buy
13,362
+420
+3% +$97.4K 2.32% 11
2020
Q4 		$2.88M Buy
12,942
+376
+3% +$80.8K 2.29% 13
2020
Q3 		$2.67M Sell
12,566
-192
-2% -$40.3K 2.32% 12
2020
Q2 		$2.61M Sell
12,758
-51
-0.4% -$9.26K 2.27% 10
2020
Q1 		$1.95M Sell
12,809
-100
-0.8% -$16.4K 2.06% 11
2019
Q4 		$2.04M Buy
+12,909
New +$1.9M 1.7% 12

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

Global Financial Private Client's MSFT Position: Q2 2026 in Review

Global Financial Private Client increased its Microsoft (MSFT) stake by 8.6% in Q2 2026, buying an estimated $626K and bringing the position to 19,540 shares worth $7.29M. The position accounts for 1.98% of the portfolio, ranked #4.

Global Financial Private Client first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.28M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Global Financial Private Client held 19,540 shares of Microsoft worth $7.29M as of Q2 2026.
  • Global Financial Private Client bought 1,547 Microsoft shares in Q2 2026, an estimated $626K.
  • Microsoft made up 1.98% of Global Financial Private Client's portfolio in Q2 2026, its #4 holding.
  • Global Financial Private Client first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Global Financial Private Client's Microsoft position peaked at $8.28M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.