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IMPACTfolio’s Microsoft MSFT Stock Holding History

IMPACTfolio’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 		$1.27M Hold
3,406
– – 0.48% 15
2026
Q1 		$1.26M Sell
3,406
-16
-0.5% -$6.7K 0.54% 13
2025
Q4 		$1.65M Hold
3,422
– – 0.69% 12
2025
Q3 		$1.77M Buy
3,422
+1
+0% +$510 0.76% 14
2025
Q2 		$1.7M Sell
3,421
-10
-0.3% -$4.34K 0.81% 12
2025
Q1 		$1.29M Sell
3,431
-415
-11% -$169K 0.68% 15
2024
Q4 		$1.62M Buy
3,846
+12
+0.3% +$5.11K 0.84% 15
2024
Q3 		$1.65M Sell
3,834
-53
-1% -$22.7K 0.85% 14
2024
Q2 		$1.74M Buy
3,887
+56
+1% +$23.6K 0.97% 14
2024
Q1 		$1.61M Sell
3,831
-5,711
-60% -$2.31M 0.97% 15
2023
Q4 		$3.59M Buy
9,542
+1,645
+21% +$586K 2.33% 10
2023
Q3 		$2.49M Sell
7,897
-140
-2% -$46.3K 1.8% 10
2023
Q2 		$2.74M Sell
8,037
-26
-0.3% -$8.15K 2.17% 9
2023
Q1 		$2.32M Buy
8,063
+133
+2% +$33.9K 1.95% 9
2022
Q4 		$1.9M Buy
7,930
+97
+1% +$23.3K 1.76% 11
2022
Q3 		$1.82M Buy
7,833
+827
+12% +$218K 1.78% 12
2022
Q2 		$1.8M Buy
7,006
+2
+0% +$543 1.7% 13
2022
Q1 		$2.16M Buy
7,004
+161
+2% +$48.4K 1.61% 14
2021
Q4 		$2.3M Buy
+6,843
New +$2.22M 2.02% 12

Other funds holding MSFT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

IMPACTfolio's MSFT Position: Q2 2026 in Review

IMPACTfolio held its Microsoft (MSFT) position steady in Q2 2026 at 3,406 shares worth $1.27M. The position accounts for 0.48% of the portfolio, ranked #15.

IMPACTfolio first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.59M in Q4 2023. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • IMPACTfolio held 3,406 shares of Microsoft worth $1.27M as of Q2 2026.
  • IMPACTfolio left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.48% of IMPACTfolio's portfolio in Q2 2026, its #15 holding.
  • IMPACTfolio first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • IMPACTfolio's Microsoft position peaked at $3.59M in Q4 2023.
  • 2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on IMPACTfolio's 13F filing for Q2 2026, filed 22 Jul 2026.