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Lakeridge Wealth Management’s Microsoft MSFT Stock Holding History

Lakeridge 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 		$4.75M Buy
12,722
+811
+7% +$328K 1.74% 14
2026
Q1 		$4.41M Sell
11,911
-164
-1% -$68.6K 1.9% 13
2025
Q4 		$5.84M Buy
12,075
+601
+5% +$301K 2.65% 9
2025
Q3 		$5.94M Sell
11,474
-1,069
-9% -$545K 2.64% 11
2025
Q2 		$6.24M Sell
12,543
-211
-2% -$91.6K 2.87% 9
2025
Q1 		$4.79M Sell
12,754
-150
-1% -$61.2K 2.39% 11
2024
Q4 		$5.44M Sell
12,904
-67
-0.5% -$28.5K 2.81% 10
2024
Q3 		$5.58M Sell
12,971
-269
-2% -$115K 3.07% 10
2024
Q2 		$5.92M Sell
13,240
-147
-1% -$62.1K 3.56% 8
2024
Q1 		$5.63M Sell
13,387
-118
-0.9% -$47.8K 3.65% 6
2023
Q4 		$5.08M Buy
+13,505
New +$4.81M 3.67% 7

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Ninety One (UK)
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UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return