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LifeWealth Investments’s Microsoft MSFT Stock Holding History

LifeWealth Investments’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 		$3.74M Buy
10,033
+104
+1% +$42.1K 1% 26
2026
Q1 		$3.68M Sell
9,929
-122
-1% -$51K 1.1% 25
2025
Q4 		$4.86M Sell
10,051
-11,374
-53% -$5.7M 1.54% 19
2025
Q3 		$11.1M Buy
21,425
+3,371
+19% +$1.72M 1.69% 17
2025
Q2 		$8.98M Buy
18,054
+1,750
+11% +$760K 1.54% 19
2025
Q1 		$6.12M Buy
16,304
+9,626
+144% +$3.92M 1.35% 21
2024
Q4 		$2.81M Buy
+6,678
New +$2.84M 1.87% 14

Other funds holding MSFT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

LifeWealth Investments's MSFT Position: Q2 2026 in Review

LifeWealth Investments increased its Microsoft (MSFT) stake by 1% in Q2 2026, buying an estimated $42.1K and bringing the position to 10,033 shares worth $3.74M. The position accounts for 1% of the portfolio, ranked #26.

LifeWealth Investments first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.1M in Q3 2025. 3,124 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • LifeWealth Investments held 10,033 shares of Microsoft worth $3.74M as of Q2 2026.
  • LifeWealth Investments bought 104 Microsoft shares in Q2 2026, an estimated $42.1K.
  • Microsoft made up 1% of LifeWealth Investments's portfolio in Q2 2026, its #26 holding.
  • LifeWealth Investments first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • LifeWealth Investments's Microsoft position peaked at $11.1M in Q3 2025.
  • 3,124 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.