Kopp Family Office’s Microsoft MSFT Stock Holding History

Kopp Family Office’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	$1.86M	Buy	4,986 +5	+0.1%	+$2.02K	1.14%	15
2026 Q1	$1.84M	Sell	4,981 -3,489	-41%	-$1.46M	1.27%	14
2025 Q4	$4.1M	Buy	8,470 +1,746	+26%	+$875K	2.61%	12
2025 Q3	$3.48M	Hold	6,724	–	–	2.27%	16
2025 Q2	$3.34M	Buy	6,724 +72	+1%	+$31.3K	2.16%	17
2025 Q1	$2.5M	Buy	+6,652	New	+$2.71M	1.73%	19

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Kopp Family Office's MSFT Position: Q2 2026 in Review

Kopp Family Office increased its Microsoft (MSFT) stake by 0.1% in Q2 2026, buying an estimated $2.02K and bringing the position to 4,986 shares worth $1.86M. The position accounts for 1.14% of the portfolio, ranked #15.

Kopp Family Office first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.1M in Q4 2025. 3,057 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Kopp Family Office held 4,986 shares of Microsoft worth $1.86M as of Q2 2026.
Kopp Family Office bought 5 Microsoft shares in Q2 2026, an estimated $2.02K.
Microsoft made up 1.14% of Kopp Family Office's portfolio in Q2 2026, its #15 holding.
Kopp Family Office first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
Kopp Family Office's Microsoft position peaked at $4.1M in Q4 2025.
3,057 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kopp Family Office's 13F filing for Q2 2026, filed 9 Jul 2026.