IFS
MSFT icon

Integrated Financial Solutions’s Microsoft MSFT Stock Holding History

Integrated Financial Solutions’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 		$3.99M Buy
10,709
+368
+4% +$149K 2.16% 11
2026
Q1 		$3.83M Buy
10,341
+1,184
+13% +$495K 2.66% 10
2025
Q4 		$4.43M Buy
9,157
+162
+2% +$81.2K 2.65% 9
2025
Q3 		$4.66M Buy
8,995
+1,491
+20% +$761K 3.21% 6
2025
Q2 		$3.73M Buy
+7,504
New +$3.26M 3.17% 7

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Integrated Financial Solutions's MSFT Position: Q2 2026 in Review

Integrated Financial Solutions increased its Microsoft (MSFT) stake by 3.6% in Q2 2026, buying an estimated $149K and bringing the position to 10,709 shares worth $3.99M. The position accounts for 2.16% of the portfolio, ranked #11.

Integrated Financial Solutions first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.66M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Integrated Financial Solutions held 10,709 shares of Microsoft worth $3.99M as of Q2 2026.
  • Integrated Financial Solutions bought 368 Microsoft shares in Q2 2026, an estimated $149K.
  • Microsoft made up 2.16% of Integrated Financial Solutions's portfolio in Q2 2026, its #11 holding.
  • Integrated Financial Solutions first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • Integrated Financial Solutions's Microsoft position peaked at $4.66M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Integrated Financial Solutions's 13F filing for Q2 2026, filed 16 Jul 2026.