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Kaizen Financial Strategies’s Microsoft MSFT Stock Holding History

Kaizen Financial Strategies’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
2021
Q4 		– Sell
-600
Closed -$3K – 151
2021
Q3 		$3K Buy
+600
New +$175K ﹤0.01% 144

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Kaizen Financial Strategies's MSFT Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Microsoft (MSFT) stake by 4.2% in Q2 2026, selling an estimated $120K and leaving 6,701 shares worth $2.58M. The position accounts for 0.84% of the portfolio, ranked #26.

Kaizen Financial Strategies first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.9M in Q2 2025. 4,481 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Kaizen Financial Strategies held 6,701 shares of Microsoft worth $2.58M as of Q2 2026.
  • Kaizen Financial Strategies sold 297 Microsoft shares in Q2 2026, an estimated $120K.
  • Microsoft made up 0.84% of Kaizen Financial Strategies's portfolio in Q2 2026, its #26 holding.
  • Kaizen Financial Strategies first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's Microsoft position peaked at $3.9M in Q2 2025.
  • 4,481 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.