Legacy Wealth Asset Management’s Microsoft MSFT Stock Holding History

Legacy Wealth Asset 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	$547K	Hold	1,466	–	–	0.12%	249
2026 Q1	$543K	Buy	1,466 +657	+81%	+$275K	0.13%	245
2025 Q4	$391K	Buy	809 +8	+1%	+$4.01K	0.1%	290
2025 Q3	$415K	Hold	801	–	–	0.1%	283
2025 Q2	$398K	Hold	801	–	–	0.1%	279
2025 Q1	$301K	Hold	801	–	–	0.08%	301
2024 Q4	$338K	Hold	801	–	–	0.09%	290
2024 Q3	$345K	Sell	801 -2	-0.2%	-$855	0.09%	288
2024 Q2	$359K	Sell	803 -26	-3%	-$11K	0.1%	277
2024 Q1	$349K	Buy	829 +28	+3%	+$11.3K	0.1%	281
2023 Q4	$301K	Hold	801	–	–	0.1%	288
2023 Q3	$253K	Hold	801	–	–	0.09%	298
2023 Q2	$273K	Hold	801	–	–	0.1%	294
2023 Q1	$231K	Buy	+801	New	+$204K	0.08%	319
2022 Q3	–	Sell	-801	Closed	-$206K	–	343
2022 Q2	$206K	Buy	+801	New	+$217K	0.08%	290

Other funds holding MSFT

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return