Keyes Stange & Wooten Wealth Management’s Microsoft MSFT Stock Holding History

Keyes Stange & Wooten 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	$1.54M	Sell	4,122 -4	-0.1%	-$1.62K	0.61%	16
2026 Q1	$1.53M	Sell	4,126 -98	-2%	-$41K	0.68%	14
2025 Q4	$2.04M	Sell	4,224 -76	-2%	-$38.1K	0.97%	13
2025 Q3	$2.23M	Sell	4,300 -109	-2%	-$55.6K	1.08%	13
2025 Q2	$2.19M	Sell	4,409 -111	-2%	-$48.2K	1.14%	13
2025 Q1	$1.7M	Sell	4,520 -55	-1%	-$22.4K	0.96%	14
2024 Q4	$1.93M	Buy	4,575 +2	+0%	+$852	1.14%	13
2024 Q3	$1.97M	Buy	4,573 +23	+0.5%	+$9.83K	1.17%	13
2024 Q2	$2.03M	Sell	4,550 -143	-3%	-$60.4K	1.42%	13
2024 Q1	$1.97M	Buy	4,693 +80	+2%	+$32.4K	1.74%	11
2023 Q4	$1.73M	Buy	+4,613	New	+$1.64M	1.84%	10

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Keyes Stange & Wooten Wealth Management's MSFT Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management reduced its Microsoft (MSFT) stake by 0.1% in Q2 2026, selling an estimated $1.62K and leaving 4,122 shares worth $1.54M. The position accounts for 0.61% of the portfolio, ranked #16.

Keyes Stange & Wooten Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.23M in Q3 2025. 2,892 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Keyes Stange & Wooten Wealth Management held 4,122 shares of Microsoft worth $1.54M as of Q2 2026.
Keyes Stange & Wooten Wealth Management sold 4 Microsoft shares in Q2 2026, an estimated $1.62K.
Microsoft made up 0.61% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #16 holding.
Keyes Stange & Wooten Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Keyes Stange & Wooten Wealth Management's Microsoft position peaked at $2.23M in Q3 2025.
2,892 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.