GWWM
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Great Waters Wealth Management’s Microsoft MSFT Stock Holding History

Great Waters Wealth 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 		$1.98M Buy
5,313
+254
+5% +$103K 0.18% 25
2026
Q1 		$1.87M Buy
5,059
+150
+3% +$62.8K 0.2% 25
2025
Q4 		$2.37M Sell
4,909
-441
-8% -$221K 0.26% 23
2025
Q3 		$2.77M Buy
5,350
+67
+1% +$34.2K 0.33% 19
2025
Q2 		$2.63M Buy
5,283
+248
+5% +$108K 0.34% 19
2025
Q1 		$1.89M Sell
5,035
-318
-6% -$130K 0.26% 23
2024
Q4 		$2.26M Buy
5,353
+225
+4% +$95.8K 0.29% 23
2024
Q3 		$2.21M Buy
5,128
+8
+0.2% +$3.42K 0.3% 24
2024
Q2 		$2.29M Buy
5,120
+362
+8% +$153K 0.35% 24
2024
Q1 		$2M Buy
4,758
+277
+6% +$112K 0.33% 24
2023
Q4 		$1.66M Buy
4,481
+11
+0.2% +$3.92K 0.29% 29
2023
Q3 		$1.46M Buy
4,470
+72
+2% +$23.8K 0.29% 32
2023
Q2 		$1.5M Sell
4,398
-217
-5% -$68K 0.3% 33
2023
Q1 		$1.32M Sell
4,615
-164
-3% -$41.8K 0.28% 36
2022
Q4 		$1.15M Buy
+4,779
New +$1.15M 0.25% 39

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Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return