Loftus Peak
MSFT icon

Loftus Peak’s Microsoft MSFT Stock Holding History

Loftus Peak’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
Q3 		$34.7M Sell
67,606
-16,973
-20% -$7.85M 4.44% 9
2026
Q2 		$31.5M Buy
+84,579
New +$34.2M 4.3% 8

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Loftus Peak's MSFT Position: Q3 2026 in Review

Loftus Peak reduced its Microsoft (MSFT) stake by 20% in Q3 2026, selling an estimated $7.85M and leaving 67,606 shares worth $34.7M. The position accounts for 4.44% of the portfolio, ranked #9.

Loftus Peak first reported a position in MSFT in Q2 2026 and has held it in 2 quarters since. 2,714 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Loftus Peak held 67,606 shares of Microsoft worth $34.7M as of Q3 2026.
  • Loftus Peak sold 16,973 Microsoft shares in Q3 2026, an estimated $7.85M.
  • Microsoft made up 4.44% of Loftus Peak's portfolio in Q3 2026, its #9 holding.
  • Loftus Peak first reported a position in Microsoft in Q2 2026 and has held it in 2 quarters since.
  • 2,714 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Loftus Peak's 13F filing for Q3 2026, filed 15 Oct 2026.