Greenbush Financial Group’s Microsoft MSFT Stock Holding History

Greenbush Financial 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	$2.73M	Sell	7,310 -68	-0.9%	-$27.5K	0.8%	24
2026 Q1	$2.73M	Buy	7,378 +372	+5%	+$156K	0.9%	24
2025 Q4	$3.39M	Buy	7,006 +492	+8%	+$247K	1.15%	24
2025 Q3	$3.37M	Buy	6,514 +249	+4%	+$127K	1.29%	23
2025 Q2	$3.12M	Buy	6,265 +270	+5%	+$117K	1.36%	21
2025 Q1	$2.25M	Buy	5,995 +326	+6%	+$133K	1.12%	24
2024 Q4	$2.41M	Buy	+5,669	New	+$2.41M	1.27%	24

Other funds holding MSFT

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Greenbush Financial Group's MSFT Position: Q2 2026 in Review

Greenbush Financial Group reduced its Microsoft (MSFT) stake by 0.92% in Q2 2026, selling an estimated $27.5K and leaving 7,310 shares worth $2.73M. The position accounts for 0.8% of the portfolio, ranked #24.

Greenbush Financial Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.39M in Q4 2025. 3,275 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Greenbush Financial Group held 7,310 shares of Microsoft worth $2.73M as of Q2 2026.
Greenbush Financial Group sold 68 Microsoft shares in Q2 2026, an estimated $27.5K.
Microsoft made up 0.8% of Greenbush Financial Group's portfolio in Q2 2026, its #24 holding.
Greenbush Financial Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Greenbush Financial Group's Microsoft position peaked at $3.39M in Q4 2025.
3,275 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Greenbush Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.