Kaufman Rossin Wealth’s Microsoft MSFT Stock Holding History

Kaufman Rossin 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	$1.24M	Buy	3,216 +175	+6%	+$70.8K	0.59%	20
2026 Q1	$1.13M	Buy	3,041 +486	+19%	+$203K	0.65%	21
2025 Q4	$1.24M	Sell	2,555 -184	-7%	-$92.2K	0.64%	20
2025 Q3	$1.42M	Buy	2,739 +754	+38%	+$385K	0.78%	19
2025 Q2	$988K	Sell	1,985 -713	-26%	-$310K	0.63%	23
2025 Q1	$1.01M	Buy	2,698 +670	+33%	+$273K	0.72%	21
2024 Q4	$855K	Buy	+2,028	New	+$864K	0.88%	18

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Kaufman Rossin Wealth's MSFT Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Microsoft (MSFT) stake by 5.8% in Q2 2026, buying an estimated $70.8K and bringing the position to 3,216 shares worth $1.24M. The position accounts for 0.59% of the portfolio, ranked #20.

Kaufman Rossin Wealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Kaufman Rossin Wealth held 3,216 shares of Microsoft worth $1.24M as of Q2 2026.
Kaufman Rossin Wealth bought 175 Microsoft shares in Q2 2026, an estimated $70.8K.
Microsoft made up 0.59% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #20 holding.
Kaufman Rossin Wealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Kaufman Rossin Wealth's Microsoft position peaked at $1.42M in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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