Keystone Financial Services (Nebraska)’s Microsoft MSFT Stock Holding History

Keystone Financial Services (Nebraska)’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	$263K	Sell	704 -49	-7%	-$19.8K	0.16%	56
2026 Q1	$279K	Buy	753 +67	+10%	+$28K	0.19%	47
2025 Q4	$332K	Buy	686 +6	+0.9%	+$3.01K	0.23%	45
2025 Q3	$352K	Buy	680 +11	+2%	+$5.61K	0.25%	45
2025 Q2	$333K	Buy	669 +32	+5%	+$13.9K	0.25%	44
2025 Q1	$239K	Buy	637 +158	+33%	+$64.4K	0.2%	46
2024 Q4	$202K	Buy	+479	New	+$204K	0.19%	44

Other funds holding MSFT

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Keystone Financial Services (Nebraska)'s MSFT Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) reduced its Microsoft (MSFT) stake by 6.5% in Q2 2026, selling an estimated $19.8K and leaving 704 shares worth $263K. The position accounts for 0.16% of the portfolio, ranked #56.

Keystone Financial Services (Nebraska) first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $352K in Q3 2025. 2,488 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Keystone Financial Services (Nebraska) held 704 shares of Microsoft worth $263K as of Q2 2026.
Keystone Financial Services (Nebraska) sold 49 Microsoft shares in Q2 2026, an estimated $19.8K.
Microsoft made up 0.16% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #56 holding.
Keystone Financial Services (Nebraska) first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Keystone Financial Services (Nebraska)'s Microsoft position peaked at $352K in Q3 2025.
2,488 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.