Higgins & Schmidt Wealth Strategies’s Microsoft MSFT Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$652K	Buy	1,749 +264	+18%	+$107K	0.27%	33
2026 Q1	$550K	Buy	1,485 +2	+0.1%	+$837	0.25%	34
2025 Q4	$717K	Sell	1,483 -49	-3%	-$24.6K	0.34%	30
2025 Q3	$793K	Sell	1,532 -8	-0.5%	-$4.08K	0.4%	25
2025 Q2	$766K	Buy	1,540 +15	+1%	+$6.51K	0.42%	26
2025 Q1	$572K	Sell	1,525 -15	-1%	-$6.12K	0.34%	27
2024 Q4	$649K	Sell	1,540 -58	-4%	-$24.7K	0.4%	25
2024 Q3	$687K	Sell	1,598 -42	-3%	-$18K	0.44%	29
2024 Q2	$733K	Buy	1,640 +11	+0.7%	+$4.65K	0.53%	25
2024 Q1	$686K	Buy	1,629 +51	+3%	+$20.6K	0.51%	24
2023 Q4	$594K	Buy	+1,578	New	+$562K	0.48%	24

Other funds holding MSFT

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

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

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

Higgins & Schmidt Wealth Strategies's MSFT Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies increased its Microsoft (MSFT) stake by 18% in Q2 2026, buying an estimated $107K and bringing the position to 1,749 shares worth $652K. The position accounts for 0.27% of the portfolio, ranked #33.

Higgins & Schmidt Wealth Strategies first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $793K in Q3 2025. 3,114 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 1,749 shares of Microsoft worth $652K as of Q2 2026.
Higgins & Schmidt Wealth Strategies bought 264 Microsoft shares in Q2 2026, an estimated $107K.
Microsoft made up 0.27% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #33 holding.
Higgins & Schmidt Wealth Strategies first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Higgins & Schmidt Wealth Strategies's Microsoft position peaked at $793K in Q3 2025.
3,114 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.