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LifeSteps Financial’s Microsoft MSFT Stock Holding History

LifeSteps Financial’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 		$5.29M Sell
14,179
-79
-0.6% -$32K 2.47% 6
2026
Q1 		$5.28M Buy
14,258
+330
+2% +$138K 3.34% 5
2025
Q4 		$6.74M Buy
13,928
+11
+0.1% +$5.51K 4.31% 5
2025
Q3 		$7.21M Sell
13,917
-35
-0.3% -$17.9K 4.63% 5
2025
Q2 		$6.94M Buy
13,952
+259
+2% +$112K 4.77% 4
2025
Q1 		$5.14M Sell
13,693
-481
-3% -$196K 4.17% 5
2024
Q4 		$5.97M Buy
14,174
+436
+3% +$186K 4.58% 5
2024
Q3 		$5.91M Buy
13,738
+120
+0.9% +$51.3K 4.62% 5
2024
Q2 		$6.09M Sell
13,618
-154
-1% -$65K 5.02% 5
2024
Q1 		$5.79M Buy
13,772
+12
+0.1% +$4.86K 4.37% 4
2023
Q4 		$5.17M Buy
13,760
+95
+0.7% +$33.8K 4.59% 4
2023
Q3 		$4.31M Buy
13,665
+186
+1% +$61.5K 4.39% 4
2023
Q2 		$4.59M Buy
13,479
+179
+1% +$56.1K 4.54% 4
2023
Q1 		$3.83M Sell
13,300
-545
-4% -$139K 4.07% 6
2022
Q4 		$3.32M Buy
13,845
+261
+2% +$62.6K 3.46% 8
2022
Q3 		$3.16M Buy
13,584
+1,260
+10% +$333K 3.57% 6
2022
Q2 		$3.17M Sell
12,324
-143
-1% -$38.8K 3.3% 7
2022
Q1 		$3.84M Sell
12,467
-707
-5% -$213K 2.84% 8
2021
Q4 		$4.43M Sell
13,174
-1,750
-12% -$567K 3.14% 7
2021
Q3 		$4.21M Sell
14,924
-27
-0.2% -$7.86K 3.22% 7
2021
Q2 		$4.05M Buy
14,951
+879
+6% +$223K 3.11% 10
2021
Q1 		$3.32M Buy
14,072
+1,198
+9% +$278K 2.77% 10
2020
Q4 		$2.86M Buy
12,874
+165
+1% +$35.5K 2.63% 9
2020
Q3 		$2.67M Buy
12,709
+2,787
+28% +$585K 2.82% 9
2020
Q2 		$2.02M Buy
9,922
+772
+8% +$140K 2.33% 9
2020
Q1 		$1.44M Buy
9,150
+853
+10% +$140K 1.66% 21
2019
Q4 		$1.31M Buy
+8,297
New +$1.22M 1.23% 24

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

LifeSteps Financial's MSFT Position: Q2 2026 in Review

LifeSteps Financial reduced its Microsoft (MSFT) stake by 0.55% in Q2 2026, selling an estimated $32K and leaving 14,179 shares worth $5.29M. The position accounts for 2.47% of the portfolio, ranked #6.

LifeSteps Financial first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.21M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • LifeSteps Financial held 14,179 shares of Microsoft worth $5.29M as of Q2 2026.
  • LifeSteps Financial sold 79 Microsoft shares in Q2 2026, an estimated $32K.
  • Microsoft made up 2.47% of LifeSteps Financial's portfolio in Q2 2026, its #6 holding.
  • LifeSteps Financial first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • LifeSteps Financial's Microsoft position peaked at $7.21M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.