Leverty Financial Group’s Microsoft MSFT Stock Holding History

Leverty Financial Group’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	$318K	Hold	853	–	–	0.06%	35
2026 Q1	$316K	Hold	853	–	–	0.07%	33
2025 Q4	$413K	Hold	853	–	–	0.1%	26
2025 Q3	$442K	Buy	853 +22	+3%	+$11.2K	0.11%	26
2025 Q2	$414K	Sell	831 -46	-5%	-$20K	0.12%	28
2025 Q1	$329K	Hold	877	–	–	0.13%	27
2024 Q4	$370K	Sell	877 -24	-3%	-$10.2K	0.19%	22
2024 Q3	$388K	Hold	901	–	–	0.21%	21
2024 Q2	$403K	Sell	901 -46	-5%	-$19.4K	0.24%	18
2024 Q1	$399K	Buy	947 +43	+5%	+$17.4K	0.24%	19
2023 Q4	$340K	Hold	904	–	–	0.22%	21
2023 Q3	$286K	Sell	904 -42	-4%	-$13.9K	0.21%	18
2023 Q2	$322K	Buy	946 +6	+0.6%	+$1.88K	0.23%	19
2023 Q1	$271K	Sell	940 -24	-2%	-$6.12K	0.21%	21
2022 Q4	$231K	Sell	964 -59	-6%	-$14.2K	0.2%	24
2022 Q3	$238K	Sell	1,023 -9	-0.9%	-$2.38K	0.23%	21
2022 Q2	$265K	Hold	1,032	–	–	0.25%	19
2022 Q1	$318K	Hold	1,032	–	–	0.25%	19
2021 Q4	$347K	Buy	+1,032	New	+$335K	0.27%	11

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Leverty Financial Group's MSFT Position: Q2 2026 in Review

Leverty Financial Group held its Microsoft (MSFT) position steady in Q2 2026 at 853 shares worth $318K. The position accounts for 0.06% of the portfolio, ranked #35.

Leverty Financial Group first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $442K in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Leverty Financial Group held 853 shares of Microsoft worth $318K as of Q2 2026.
Leverty Financial Group left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.06% of Leverty Financial Group's portfolio in Q2 2026, its #35 holding.
Leverty Financial Group first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
Leverty Financial Group's Microsoft position peaked at $442K in Q3 2025.
1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.