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Kennedy Investment Group’s Microsoft MSFT Stock Holding History

Kennedy Investment Group’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 		$2.46M Buy
6,590
+170
+3% +$68.8K 0.83% 28
2026
Q1 		$2.38M Buy
6,420
+40
+0.6% +$16.7K 0.93% 26
2025
Q4 		$3.09M Buy
6,380
+48
+0.8% +$24.1K 1.16% 19
2025
Q3 		$3.28M Buy
6,332
+47
+0.7% +$24K 1.3% 17
2025
Q2 		$3.13M Sell
6,285
-56
-0.9% -$24.3K 1.33% 17
2025
Q1 		$2.38M Buy
6,341
+388
+7% +$158K 1.11% 20
2024
Q4 		$2.51M Buy
5,953
+130
+2% +$55.4K 1.14% 20
2024
Q3 		$2.51M Sell
5,823
-33
-0.6% -$14.1K 1.15% 21
2024
Q2 		$2.62M Buy
5,856
+283
+5% +$120K 1.33% 19
2024
Q1 		$2.34M Buy
5,573
+725
+15% +$293K 1.25% 22
2023
Q4 		$1.82M Buy
4,848
+355
+8% +$126K 1.02% 26
2023
Q3 		$1.42M Buy
4,493
+648
+17% +$214K 0.85% 30
2023
Q2 		$1.31M Sell
3,845
-74
-2% -$23.2K 0.77% 37
2023
Q1 		$1.13M Sell
3,919
-988
-20% -$252K 0.69% 41
2022
Q4 		$1.18M Buy
+4,907
New +$1.18M 0.75% 41

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kennedy Investment Group's MSFT Position: Q2 2026 in Review

Kennedy Investment Group increased its Microsoft (MSFT) stake by 2.6% in Q2 2026, buying an estimated $68.8K and bringing the position to 6,590 shares worth $2.46M. The position accounts for 0.83% of the portfolio, ranked #28.

Kennedy Investment Group first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.28M in Q3 2025. 3,856 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Kennedy Investment Group held 6,590 shares of Microsoft worth $2.46M as of Q2 2026.
  • Kennedy Investment Group bought 170 Microsoft shares in Q2 2026, an estimated $68.8K.
  • Microsoft made up 0.83% of Kennedy Investment Group's portfolio in Q2 2026, its #28 holding.
  • Kennedy Investment Group first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Kennedy Investment Group's Microsoft position peaked at $3.28M in Q3 2025.
  • 3,856 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.