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Kestra Private Wealth Services’s Microsoft MSFT Stock Holding History

Kestra Private Wealth 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
2024
Q3 		– Sell
-500
Closed -$223K – 1428
2024
Q2 		$223K Buy
+500
New +$211K ﹤0.01% 1181

Other funds holding MSFT

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Kestra Private Wealth Services's MSFT Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Microsoft (MSFT) stake by 0.62% in Q2 2026, buying an estimated $980K and bringing the position to 390,062 shares worth $146M. The position accounts for 1.6% of the portfolio, ranked #5.

Kestra Private Wealth Services first reported a position in MSFT in Q3 2020 and has held it in 24 quarters since. The position peaked at $181M in Q3 2025. 3,145 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Kestra Private Wealth Services held 390,062 shares of Microsoft worth $146M as of Q2 2026.
  • Kestra Private Wealth Services bought 2,421 Microsoft shares in Q2 2026, an estimated $980K.
  • Microsoft made up 1.6% of Kestra Private Wealth Services's portfolio in Q2 2026, its #5 holding.
  • Kestra Private Wealth Services first reported a position in Microsoft in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Microsoft position peaked at $181M in Q3 2025.
  • 3,145 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.