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Madrona Financial Services’s Microsoft MSFT Stock Holding History

Madrona Financial Services’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 		$16.9M Sell
45,389
-3,523
-7% -$1.43M 3.12% 12
2026
Q1 		$18.1M Sell
48,912
-9,900
-17% -$4.14M 3.96% 6
2025
Q4 		$28.4M Sell
58,812
-6,314
-10% -$3.16M 6.08% 4
2025
Q3 		$33.7M Sell
65,126
-2,857
-4% -$1.46M 7.44% 3
2025
Q2 		$33.8M Buy
67,983
+449
+0.7% +$195K 8.11% 3
2025
Q1 		$25.4M Buy
67,534
+7,101
+12% +$2.9M 6.97% 3
2024
Q4 		$25.5M Buy
60,433
+358
+0.6% +$152K 6.94% 5
2024
Q3 		$25.9M Buy
60,075
+56
+0.1% +$23.9K 7.18% 5
2024
Q2 		$26.8M Buy
60,019
+11,128
+23% +$4.7M 8.24% 4
2024
Q1 		$20.6M Buy
48,891
+1,923
+4% +$778K 7.16% 5
2023
Q4 		$17.7M Sell
46,968
-292
-0.6% -$104K 6.97% 5
2023
Q3 		$14.9M Buy
47,260
+6,486
+16% +$2.14M 6.81% 5
2023
Q2 		$13.9M Sell
40,774
-2,444
-6% -$766K 6.79% 4
2023
Q1 		$12.5M Buy
43,218
+3,063
+8% +$781K 6.69% 3
2022
Q4 		$9.63M Buy
40,155
+11,115
+38% +$2.67M 5.51% 5
2022
Q3 		$6.76M Sell
29,040
-245
-0.8% -$64.7K 4.18% 7
2022
Q2 		$7.52M Buy
29,285
+480
+2% +$130K 4.41% 6
2022
Q1 		$8.68M Buy
28,805
+172
+0.6% +$51.7K 4.25% 5
2021
Q4 		$9.63M Buy
28,633
+615
+2% +$199K 4.07% 7
2021
Q3 		$7.9M Buy
28,018
+2,051
+8% +$597K 3.75% 7
2021
Q2 		$7.03M Buy
25,967
+1,006
+4% +$256K 3.61% 7
2021
Q1 		$5.88M Sell
24,961
-402
-2% -$93.3K 3.02% 10
2020
Q4 		$5.64M Buy
25,363
+3,168
+14% +$681K 3.15% 10
2020
Q3 		$4.67M Buy
22,195
+709
+3% +$149K 2.93% 12
2020
Q2 		$4.37M Buy
21,486
+1,342
+7% +$244K 3.02% 10
2020
Q1 		$3.18M Buy
20,144
+849
+4% +$140K 2.64% 14
2019
Q4 		$3.04M Buy
19,295
+321
+2% +$47.2K 2.21% 18
2019
Q3 		$2.64M Buy
18,974
+767
+4% +$105K 1.94% 20
2019
Q2 		$2.44M Buy
18,207
+1,618
+10% +$205K 2.26% 16
2019
Q1 		$1.96M Sell
16,589
-2,457
-13% -$268K 2.14% 12
2018
Q4 		$1.93M Sell
19,046
-651
-3% -$69.7K 1.71% 14
2018
Q3 		$2.25M Buy
19,697
+3,306
+20% +$358K 1.71% 15
2018
Q2 		$1.62M Sell
16,391
-534
-3% -$51.8K 1.3% 15
2018
Q1 		$1.54M Buy
16,925
+2,192
+15% +$200K 1.23% 16
2017
Q4 		$1.26M Sell
14,733
-199
-1% -$16.3K 1.06% 17
2017
Q3 		$1.11M Buy
14,932
+22
+0.1% +$1.61K 1.02% 16
2017
Q2 		$1.03M Buy
14,910
+384
+3% +$26.4K 1.04% 16
2017
Q1 		$957K Buy
14,526
+166
+1% +$10.6K 1.02% 15
2016
Q4 		$892K Buy
14,360
+201
+1% +$12.1K 0.99% 20
2016
Q3 		$816K Buy
14,159
+256
+2% +$14.4K 0.87% 20
2016
Q2 		$711K Sell
13,903
-246
-2% -$12.8K 0.76% 22
2016
Q1 		$781K Sell
14,149
-62
-0.4% -$3.25K 0.81% 22
2015
Q4 		$788K Sell
14,211
-36
-0.3% -$1.89K 0.79% 17
2015
Q3 		$631K Buy
14,247
+859
+6% +$38.6K 0.68% 19
2015
Q2 		$591K Sell
13,388
-589
-4% -$26.9K 0.6% 20
2015
Q1 		$568K Buy
13,977
+508
+4% +$22.1K 0.57% 23
2014
Q4 		$626K Buy
+13,469
New +$632K 0.66% 21

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Madrona Financial Services's MSFT Position: Q2 2026 in Review

Madrona Financial Services reduced its Microsoft (MSFT) stake by 7.2% in Q2 2026, selling an estimated $1.43M and leaving 45,389 shares worth $16.9M. The position accounts for 3.12% of the portfolio, ranked #12.

Madrona Financial Services first reported a position in MSFT in Q4 2014 and has held it in 47 quarters since. The position peaked at $33.8M in Q2 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Madrona Financial Services held 45,389 shares of Microsoft worth $16.9M as of Q2 2026.
  • Madrona Financial Services sold 3,523 Microsoft shares in Q2 2026, an estimated $1.43M.
  • Microsoft made up 3.12% of Madrona Financial Services's portfolio in Q2 2026, its #12 holding.
  • Madrona Financial Services first reported a position in Microsoft in Q4 2014 and has held it in 47 quarters since.
  • Madrona Financial Services's Microsoft position peaked at $33.8M in Q2 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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