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Kelly Financial Services’s Microsoft MSFT Stock Holding History

Kelly Financial Services’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 		$1.61M Sell
4,306
-331
-7% -$134K 0.34% 41
2026
Q1 		$1.72M Sell
4,637
-17
-0.4% -$7.11K 0.41% 36
2025
Q4 		$2.25M Buy
4,654
+217
+5% +$109K 0.56% 30
2025
Q3 		$2.3M Sell
4,437
-20
-0.4% -$10.2K 0.6% 30
2025
Q2 		$2.22M Buy
4,457
+39
+0.9% +$16.9K 0.65% 30
2025
Q1 		$1.66M Sell
4,418
-37
-0.8% -$15.1K 0.58% 27
2024
Q4 		$1.88M Buy
4,455
+66
+2% +$28.1K 0.68% 29
2024
Q3 		$1.89M Buy
4,389
+252
+6% +$108K 0.69% 27
2024
Q2 		$1.85M Buy
4,137
+128
+3% +$54.1K 0.66% 28
2024
Q1 		$1.69M Buy
4,009
+15
+0.4% +$6.07K 0.65% 26
2023
Q4 		$1.5M Sell
3,994
-143
-3% -$50.9K 0.61% 27
2023
Q3 		$1.31M Sell
4,137
-43
-1% -$14.2K 0.6% 29
2023
Q2 		$1.42M Buy
4,180
+227
+6% +$71.1K 0.67% 24
2023
Q1 		$1.14M Buy
3,953
+735
+23% +$187K 0.58% 28
2022
Q4 		$772K Buy
3,218
+83
+3% +$19.9K 0.41% 35
2022
Q3 		$730K Buy
3,135
+72
+2% +$19K 0.43% 31
2022
Q2 		$787K Sell
3,063
-29
-0.9% -$7.87K 0.41% 33
2022
Q1 		$953K Sell
3,092
-177
-5% -$53.3K 0.43% 28
2021
Q4 		$1.1M Buy
3,269
+302
+10% +$97.9K 0.5% 24
2021
Q3 		$837K Sell
2,967
-781,211
-100% -$227M 0.47% 21
2021
Q2 		$2.9M Buy
784,178
+781,409
+28,220% +$199M 0.11% 58
2021
Q1 		$653K Sell
2,769
-2
-0.1% -$464 0.41% 19
2020
Q4 		$616K Sell
2,771
-89
-3% -$19.1K 0.42% 12
2020
Q3 		$602K Sell
2,860
-256
-8% -$53.8K 0.43% 12
2020
Q2 		$634K Buy
3,116
+108
+4% +$19.6K 0.49% 14
2020
Q1 		$474K Sell
3,008
-412
-12% -$67.8K 0.59% 10
2019
Q4 		$539K Buy
3,420
+12
+0.4% +$1.76K 0.41% 11
2019
Q3 		$474K Sell
3,408
-14
-0.4% -$1.93K 0.43% 12
2019
Q2 		$458K Buy
3,422
+270
+9% +$34.3K 0.42% 11
2019
Q1 		$372K Buy
+3,152
New +$344K 0.41% 12

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
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
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

Kelly Financial Services's MSFT Position: Q2 2026 in Review

Kelly Financial Services reduced its Microsoft (MSFT) stake by 7.1% in Q2 2026, selling an estimated $134K and leaving 4,306 shares worth $1.61M. The position accounts for 0.34% of the portfolio, ranked #41.

Kelly Financial Services first reported a position in MSFT in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.9M in Q2 2021. 2,590 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Kelly Financial Services held 4,306 shares of Microsoft worth $1.61M as of Q2 2026.
  • Kelly Financial Services sold 331 Microsoft shares in Q2 2026, an estimated $134K.
  • Microsoft made up 0.34% of Kelly Financial Services's portfolio in Q2 2026, its #41 holding.
  • Kelly Financial Services first reported a position in Microsoft in Q1 2019 and has held it in 30 quarters since.
  • Kelly Financial Services's Microsoft position peaked at $2.9M in Q2 2021.
  • 2,590 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.