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Kaydan Wealth Management’s Microsoft MSFT Stock Holding History

Kaydan Wealth Management’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 		$1.92M Sell
5,160
-284
-5% -$115K 0.59% 25
2026
Q1 		$2.02M Buy
5,444
+159
+3% +$66.5K 0.67% 25
2025
Q4 		$2.56M Buy
5,285
+161
+3% +$80.7K 0.74% 23
2025
Q3 		$2.65M Sell
5,124
-104
-2% -$53.1K 0.76% 26
2025
Q2 		$2.6M Hold
5,228
– – 0.85% 24
2025
Q1 		$1.96M Buy
5,228
+300
+6% +$122K 0.63% 27
2024
Q4 		$2.08M Sell
4,928
-71
-1% -$30.2K 0.69% 23
2024
Q3 		$2.15M Sell
4,999
-33
-0.7% -$14.1K 0.63% 22
2024
Q2 		$2.25M Buy
5,032
+271
+6% +$114K 0.8% 20
2024
Q1 		$2M Sell
4,761
-176
-4% -$71.2K 0.68% 22
2023
Q4 		$1.86M Sell
4,937
-48
-1% -$17.1K 0.75% 21
2023
Q3 		$1.57M Sell
4,985
-141
-3% -$46.6K 0.63% 20
2023
Q2 		$1.75M Sell
5,126
-113
-2% -$35.4K 0.73% 19
2023
Q1 		$1.51M Sell
5,239
-115
-2% -$29.3K 0.62% 20
2022
Q4 		$1.28M Sell
5,354
-74
-1% -$17.8K 0.51% 24
2022
Q3 		$1.26M Sell
5,428
-257
-5% -$67.9K 0.7% 18
2022
Q2 		$1.46M Buy
5,685
+117
+2% +$31.8K 0.81% 17
2022
Q1 		$1.72M Buy
5,568
+64
+1% +$19.3K 0.76% 24
2021
Q4 		$1.85M Buy
+5,504
New +$1.78M 0.7% 24

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
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Kaydan Wealth Management's MSFT Position: Q2 2026 in Review

Kaydan Wealth Management reduced its Microsoft (MSFT) stake by 5.2% in Q2 2026, selling an estimated $115K and leaving 5,160 shares worth $1.92M. The position accounts for 0.59% of the portfolio, ranked #25.

Kaydan Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.65M in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Kaydan Wealth Management held 5,160 shares of Microsoft worth $1.92M as of Q2 2026.
  • Kaydan Wealth Management sold 284 Microsoft shares in Q2 2026, an estimated $115K.
  • Microsoft made up 0.59% of Kaydan Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Kaydan Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Kaydan Wealth Management's Microsoft position peaked at $2.65M in Q3 2025.
  • 2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.