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Timothy G. Youngquist 2020 Irrevocable Trust’s Microsoft MSFT Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-12,700
Closed -$5.14M – 352
2026
Q1 		$4.7M Buy
+12,700
New +$5.31M 2.03% 9

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
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

Timothy G. Youngquist 2020 Irrevocable Trust's MSFT Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 12,700 shares — an estimated $5.14M sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in MSFT in Q1 2026 and held it in 1 quarter. The position peaked at $4.7M in Q1 2026. 4,112 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 12,700 Microsoft shares in Q2 2026, an estimated $5.14M.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Microsoft in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Microsoft position peaked at $4.7M in Q1 2026.
  • 4,112 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.