Holos Integrated Wealth’s Microsoft MSFT Stock Holding History

Holos Integrated Wealth’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	$385K	Sell	989 -106	-10%	-$42.9K	0.18%	55
2026 Q1	$408K	Sell	1,095 -542	-33%	-$227K	0.21%	55
2025 Q4	$774K	Sell	1,637 -12	-0.7%	-$6.01K	0.43%	35
2025 Q3	$843K	Hold	1,649	–	–	0.5%	27
2025 Q2	$861K	Sell	1,649 -81	-5%	-$35.2K	0.52%	26
2025 Q1	$649K	Sell	1,730 -221	-11%	-$90.1K	0.43%	36
2024 Q4	$822K	Buy	+1,951	New	+$831K	0.56%	28

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

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Holos Integrated Wealth's MSFT Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Microsoft (MSFT) stake by 9.7% in Q2 2026, selling an estimated $42.9K and leaving 989 shares worth $385K. The position accounts for 0.18% of the portfolio, ranked #55.

Holos Integrated Wealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $861K in Q2 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Holos Integrated Wealth held 989 shares of Microsoft worth $385K as of Q2 2026.
Holos Integrated Wealth sold 106 Microsoft shares in Q2 2026, an estimated $42.9K.
Microsoft made up 0.18% of Holos Integrated Wealth's portfolio in Q2 2026, its #55 holding.
Holos Integrated Wealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's Microsoft position peaked at $861K in Q2 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.