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Legacy Private Trust’s Microsoft MSFT Stock Holding History

Legacy Private Trust’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 		$261K Hold
700
– – 0.01% 244
2026
Q1 		$259K Buy
+700
New +$293K 0.02% 237

Other funds holding MSFT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Legacy Private Trust's MSFT Position: Q2 2026 in Review

Legacy Private Trust reduced its Microsoft (MSFT) stake by 1.8% in Q2 2026, selling an estimated $528K and leaving 70,172 shares worth $26.2M. The position accounts for 1.45% of the portfolio, ranked #15.

Legacy Private Trust first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $36.7M in Q3 2025. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Legacy Private Trust held 70,172 shares of Microsoft worth $26.2M as of Q2 2026.
  • Legacy Private Trust sold 1,304 Microsoft shares in Q2 2026, an estimated $528K.
  • Microsoft made up 1.45% of Legacy Private Trust's portfolio in Q2 2026, its #15 holding.
  • Legacy Private Trust first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • Legacy Private Trust's Microsoft position peaked at $36.7M in Q3 2025.
  • 2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.