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LongView Wealth Management’s Microsoft MSFT Stock Holding History

LongView Wealth 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 		$2.85M Sell
7,648
-1,201
-14% -$486K 0.73% 34
2026
Q1 		$3.48M Sell
8,849
-252
-3% -$105K 0.87% 33
2025
Q4 		$4.34M Buy
9,101
+63
+0.7% +$31.6K 1.05% 23
2025
Q3 		$4.68M Sell
9,038
-114
-1% -$58.2K 1.27% 19
2025
Q2 		$4.55M Sell
9,152
-772
-8% -$335K 1.38% 18
2025
Q1 		$3.73M Sell
9,924
-314
-3% -$128K 1.12% 25
2024
Q4 		$4.32M Sell
10,238
-770
-7% -$328K 1.32% 20
2024
Q3 		$4.74M Sell
11,008
-257
-2% -$110K 1.51% 17
2024
Q2 		$5.03M Sell
11,265
-217
-2% -$91.6K 1.86% 12
2024
Q1 		$4.83M Sell
11,482
-188
-2% -$76.1K 1.91% 12
2023
Q4 		$4.39M Buy
+11,670
New +$4.15M 1.96% 12

Other funds holding MSFT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

LongView Wealth Management's MSFT Position: Q2 2026 in Review

LongView Wealth Management reduced its Microsoft (MSFT) stake by 14% in Q2 2026, selling an estimated $486K and leaving 7,648 shares worth $2.85M. The position accounts for 0.73% of the portfolio, ranked #34.

LongView Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.03M in Q2 2024. 2,367 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • LongView Wealth Management held 7,648 shares of Microsoft worth $2.85M as of Q2 2026.
  • LongView Wealth Management sold 1,201 Microsoft shares in Q2 2026, an estimated $486K.
  • Microsoft made up 0.73% of LongView Wealth Management's portfolio in Q2 2026, its #34 holding.
  • LongView Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's Microsoft position peaked at $5.03M in Q2 2024.
  • 2,367 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.