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IRON Financial’s Microsoft MSFT Stock Holding History

IRON Financial’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
2025
Q3 		– Sell
-1,500
Closed -$746K – 157
2025
Q2 		$746K Buy
+1,500
New +$651K 0.39% 51

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

IRON Financial's MSFT Position: Q2 2026 in Review

IRON Financial reduced its Microsoft (MSFT) stake by 6.1% in Q2 2026, selling an estimated $168K and leaving 6,390 shares worth $2.38M. The position accounts for 0.98% of the portfolio, ranked #24.

IRON Financial first reported a position in MSFT in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.54M in Q2 2023. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • IRON Financial held 6,390 shares of Microsoft worth $2.38M as of Q2 2026.
  • IRON Financial sold 416 Microsoft shares in Q2 2026, an estimated $168K.
  • Microsoft made up 0.98% of IRON Financial's portfolio in Q2 2026, its #24 holding.
  • IRON Financial first reported a position in Microsoft in Q4 2013 and has held it in 51 quarters since.
  • IRON Financial's Microsoft position peaked at $3.54M in Q2 2023.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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