Kraft Davis & Associates’s Microsoft MSFT Stock Holding History

Kraft Davis & Associates’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	$1.99M	Buy	5,202 +325	+7%	+$131K	0.42%	47
2026 Q1	$1.99M	Sell	4,877 -295	-6%	-$123K	0.42%	47
2025 Q4	$2.43M	Buy	5,172 +202	+4%	+$101K	0.55%	40
2025 Q3	$2.63M	Sell	4,970 -13	-0.3%	-$6.63K	0.64%	36
2025 Q2	$2.55M	Sell	4,983 -8	-0.2%	-$3.47K	0.7%	32
2025 Q1	$1.83M	Sell	4,991 -99	-2%	-$40.4K	0.59%	40
2024 Q4	$2.08M	Sell	5,090 -224	-4%	-$95.4K	0.59%	39
2024 Q3	$2.16M	Buy	5,314 +37	+0.7%	+$15.8K	0.65%	38
2024 Q2	$2.24M	Buy	5,277 +76	+1%	+$32.1K	0.68%	39
2024 Q1	$2.15M	Sell	5,201 -302	-5%	-$122K	0.65%	36
2023 Q4	$2.22M	Buy	5,503 +311	+6%	+$111K	0.67%	32
2023 Q3	$1.62M	Sell	5,192 -7	-0.1%	-$2.31K	0.61%	32
2023 Q2	$1.68M	Buy	+5,199	New	+$1.63M	0.58%	35
2022 Q4	$1.48M	Buy	+5,483	New	+$1.32M	0.59%	35

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

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Kraft Davis & Associates's MSFT Position: Q2 2026 in Review

Kraft Davis & Associates increased its Microsoft (MSFT) stake by 6.7% in Q2 2026, buying an estimated $131K and bringing the position to 5,202 shares worth $1.99M. The position accounts for 0.42% of the portfolio, ranked #47.

Kraft Davis & Associates first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.63M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Kraft Davis & Associates held 5,202 shares of Microsoft worth $1.99M as of Q2 2026.
Kraft Davis & Associates bought 325 Microsoft shares in Q2 2026, an estimated $131K.
Microsoft made up 0.42% of Kraft Davis & Associates's portfolio in Q2 2026, its #47 holding.
Kraft Davis & Associates first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
Kraft Davis & Associates's Microsoft position peaked at $2.63M in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.