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Latko Wealth Management’s Microsoft MSFT Stock Holding History

Latko 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 		$3.85M Buy
10,312
+2,522
+32% +$1.02M 1.63% 17
2026
Q1 		$2.88M Buy
7,790
+6,523
+515% +$2.73M 1.41% 18
2025
Q4 		$613K Buy
1,267
+162
+15% +$81.2K 0.3% 22
2025
Q3 		$573K Sell
1,105
-80
-7% -$40.8K 0.29% 24
2025
Q2 		$590K Buy
1,185
+403
+52% +$175K 0.33% 20
2025
Q1 		$293K Sell
782
-354
-31% -$144K 0.19% 25
2024
Q4 		$479K Buy
1,136
+83
+8% +$35.4K 0.28% 22
2024
Q3 		$453K Buy
+1,053
New +$450K 0.27% 22

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Latko Wealth Management increased its Microsoft (MSFT) stake by 32% in Q2 2026, buying an estimated $1.02M and bringing the position to 10,312 shares worth $3.85M. The position accounts for 1.63% of the portfolio, ranked #17.

Latko Wealth Management first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Latko Wealth Management held 10,312 shares of Microsoft worth $3.85M as of Q2 2026.
  • Latko Wealth Management bought 2,522 Microsoft shares in Q2 2026, an estimated $1.02M.
  • Microsoft made up 1.63% of Latko Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Latko Wealth Management first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.