KFG Wealth Management’s Microsoft MSFT Stock Holding History

KFG 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	$2.73M	Buy	7,328 +1,232	+20%	+$498K	0.31%	47
2026 Q1	$2.26M	Sell	6,096 -30	-0.5%	-$12.6K	0.29%	52
2025 Q4	$2.96M	Sell	6,126 -836	-12%	-$419K	0.4%	42
2025 Q3	$3.61M	Sell	6,962 -28	-0.4%	-$14.3K	0.52%	36
2025 Q2	$3.48M	Buy	6,990 +1,748	+33%	+$759K	0.56%	34
2025 Q1	$1.97M	Sell	5,242 -301	-5%	-$123K	0.36%	47
2024 Q4	$2.34M	Buy	5,543 +51	+0.9%	+$21.7K	0.44%	42
2024 Q3	$2.36M	Buy	5,492 +741	+16%	+$317K	0.51%	40
2024 Q2	$2.12M	Sell	4,751 -126	-3%	-$53.2K	0.84%	29
2024 Q1	$2.05M	Buy	4,877 +216	+5%	+$87.4K	0.84%	28
2023 Q4	$1.75M	Buy	4,661 +1,502	+48%	+$535K	0.8%	30
2023 Q3	$997K	Buy	3,159 +57	+2%	+$18.8K	0.54%	38
2023 Q2	$1.06M	Buy	3,102 +1	+0%	+$313	0.62%	30
2023 Q1	$899K	Sell	3,101 -4	-0.1%	-$1.02K	0.62%	29
2022 Q4	$745K	Buy	+3,105	New	+$745K	0.76%	27

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

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

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

KFG Wealth Management's MSFT Position: Q2 2026 in Review

KFG Wealth Management increased its Microsoft (MSFT) stake by 20% in Q2 2026, buying an estimated $498K and bringing the position to 7,328 shares worth $2.73M. The position accounts for 0.31% of the portfolio, ranked #47.

KFG Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.61M in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

KFG Wealth Management held 7,328 shares of Microsoft worth $2.73M as of Q2 2026.
KFG Wealth Management bought 1,232 Microsoft shares in Q2 2026, an estimated $498K.
Microsoft made up 0.31% of KFG Wealth Management's portfolio in Q2 2026, its #47 holding.
KFG Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
KFG Wealth Management's Microsoft position peaked at $3.61M in Q3 2025.
2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.