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Instrumental Wealth’s Microsoft MSFT Stock Holding History

Instrumental 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 		$2.07M Buy
5,541
+442
+9% +$179K 1.05% 14
2026
Q1 		$1.89M Buy
5,099
+1,764
+53% +$738K 1.16% 14
2025
Q4 		$1.34M Sell
3,335
-181
-5% -$90.7K 0.8% 16
2025
Q3 		$1.85M Buy
3,516
+454
+15% +$232K 1.3% 15
2025
Q2 		$1.55M Buy
3,062
+42
+1% +$18.2K 1.23% 16
2025
Q1 		$1.18M Buy
3,020
+386
+15% +$157K 1.07% 16
2024
Q4 		$1.08M Sell
2,634
-12
-0.5% -$5.11K 1.02% 15
2024
Q3 		$1.11M Buy
2,646
+207
+8% +$88.5K 1.08% 16
2024
Q2 		$1.02M Sell
2,439
-60
-2% -$25.3K 1.05% 16
2024
Q1 		$1.08M Buy
2,499
+135
+6% +$54.7K 0.47% 18
2023
Q4 		$952K Buy
2,364
+150
+7% +$53.4K 1.03% 18
2023
Q3 		$735K Buy
2,214
+608
+38% +$201K 0.86% 16
2023
Q2 		$541K Sell
1,606
-56
-3% -$17.6K 0.65% 16
2023
Q1 		$506K Buy
+1,662
New +$424K 0.67% 15

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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Instrumental Wealth's MSFT Position: Q2 2026 in Review

Instrumental Wealth increased its Microsoft (MSFT) stake by 8.7% in Q2 2026, buying an estimated $179K and bringing the position to 5,541 shares worth $2.07M. The position accounts for 1.05% of the portfolio, ranked #14.

Instrumental Wealth first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. 2,143 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Instrumental Wealth held 5,541 shares of Microsoft worth $2.07M as of Q2 2026.
  • Instrumental Wealth bought 442 Microsoft shares in Q2 2026, an estimated $179K.
  • Microsoft made up 1.05% of Instrumental Wealth's portfolio in Q2 2026, its #14 holding.
  • Instrumental Wealth first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
  • 2,143 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.