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Joule Financial’s Microsoft MSFT Stock Holding History

Joule 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
2026
Q2 		$760K Sell
2,036
-81
-4% -$32.8K 0.21% 48
2026
Q1 		$784K Sell
2,117
-13
-0.6% -$5.44K 0.23% 47
2025
Q4 		$1.03M Buy
2,130
+10
+0.5% +$5.01K 0.31% 37
2025
Q3 		$1.1M Sell
2,120
-186
-8% -$94.9K 0.33% 36
2025
Q2 		$1.15M Sell
2,306
-33
-1% -$14.3K 0.37% 35
2025
Q1 		$878K Sell
2,339
-275
-11% -$112K 0.31% 41
2024
Q4 		$1.1M Sell
2,614
-685
-21% -$292K 0.39% 36
2024
Q3 		$1.42M Sell
3,299
-416
-11% -$178K 0.52% 28
2024
Q2 		$1.66M Sell
3,715
-16
-0.4% -$6.76K 0.68% 21
2024
Q1 		$1.57M Sell
3,731
-502
-12% -$203K 0.65% 23
2023
Q4 		$1.59M Buy
+4,233
New +$1.51M 0.74% 16
2023
Q3 		– Sell
-1,813
Closed -$613K – 109
2023
Q2 		$613K Buy
1,813
+4
+0.2% +$1.25K 0.32% 41
2023
Q1 		$522K Sell
1,809
-1
-0.1% -$255 0.28% 45
2022
Q4 		$434K Buy
1,810
+258
+17% +$61.9K 0.29% 48
2022
Q3 		$361K Buy
1,552
+120
+8% +$31.7K 0.27% 56
2022
Q2 		$368K Buy
+1,432
New +$389K 0.29% 53

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

Joule Financial's MSFT Position: Q2 2026 in Review

Joule Financial reduced its Microsoft (MSFT) stake by 3.8% in Q2 2026, selling an estimated $32.8K and leaving 2,036 shares worth $760K. The position accounts for 0.21% of the portfolio, ranked #48.

Joule Financial first reported a position in MSFT in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.66M in Q2 2024. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Joule Financial held 2,036 shares of Microsoft worth $760K as of Q2 2026.
  • Joule Financial sold 81 Microsoft shares in Q2 2026, an estimated $32.8K.
  • Microsoft made up 0.21% of Joule Financial's portfolio in Q2 2026, its #48 holding.
  • Joule Financial first reported a position in Microsoft in Q2 2022 and has held it in 16 quarters since.
  • Joule Financial's Microsoft position peaked at $1.66M in Q2 2024.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.