MFG
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Magnus Financial Group’s Microsoft MSFT Stock Holding History

Magnus Financial Group’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 		$11.6M Buy
31,211
+1,508
+5% +$610K 0.82% 29
2026
Q1 		$11M Sell
29,703
-3,520
-11% -$1.47M 0.89% 28
2025
Q4 		$16.1M Buy
33,223
+1,561
+5% +$782K 1.23% 15
2025
Q3 		$16.4M Buy
31,662
+586
+2% +$299K 1.29% 15
2025
Q2 		$15.5M Buy
31,076
+1,201
+4% +$522K 1.36% 15
2025
Q1 		$11.2M Sell
29,875
-112
-0.4% -$45.7K 1.09% 20
2024
Q4 		$12.6M Buy
29,987
+320
+1% +$136K 1.22% 20
2024
Q3 		$12.8M Buy
29,667
+449
+2% +$192K 1.3% 17
2024
Q2 		$13.1M Buy
29,218
+91
+0.3% +$38.4K 1.47% 14
2024
Q1 		$12.3M Buy
29,127
+584
+2% +$236K 1.45% 13
2023
Q4 		$10.7M Buy
28,543
+1,808
+7% +$644K 1.41% 14
2023
Q3 		$8.44M Buy
26,735
+195
+0.7% +$64.4K 1.23% 18
2023
Q2 		$9.04M Buy
26,540
+878
+3% +$275K 1.29% 16
2023
Q1 		$7.4M Buy
25,662
+3,000
+13% +$765K 1.13% 21
2022
Q4 		$5.43M Buy
22,662
+488
+2% +$117K 0.88% 25
2022
Q3 		$5.16M Sell
22,174
-115
-0.5% -$30.4K 0.99% 23
2022
Q2 		$5.72M Buy
22,289
+2,546
+13% +$691K 1.05% 20
2022
Q1 		$6.09M Buy
19,743
+5,976
+43% +$1.8M 1.02% 20
2021
Q4 		$4.63M Buy
13,767
+83
+0.6% +$26.9K 0.88% 22
2021
Q3 		$3.86M Sell
13,684
-630
-4% -$183K 0.82% 23
2021
Q2 		$3.88M Buy
14,314
+435
+3% +$111K 0.84% 24
2021
Q1 		$3.27M Sell
13,879
-17,579
-56% -$4.08M 0.79% 22
2020
Q4 		$7M Sell
31,458
-67
-0.2% -$14.4K 0.69% 18
2020
Q3 		$6.63M Sell
31,525
-7,554
-19% -$1.59M 0.77% 17
2020
Q2 		$7.95M Buy
39,079
+926
+2% +$168K 0.88% 14
2020
Q1 		$6.02M Buy
38,153
+4,220
+12% +$694K 0.82% 17
2019
Q4 		$5.35M Buy
33,933
+2,465
+8% +$362K 0.77% 17
2019
Q3 		$4.38M Buy
31,468
+205
+0.7% +$28.2K 0.82% 14
2019
Q2 		$4.19M Buy
31,263
+538
+2% +$68.3K 0.81% 18
2019
Q1 		$3.62M Buy
30,725
+367
+1% +$40K 0.74% 20
2018
Q4 		$3.08M Buy
+30,358
New +$3.25M 0.82% 17

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

Magnus Financial Group's MSFT Position: Q2 2026 in Review

Magnus Financial Group increased its Microsoft (MSFT) stake by 5.1% in Q2 2026, buying an estimated $610K and bringing the position to 31,211 shares worth $11.6M. The position accounts for 0.82% of the portfolio, ranked #29.

Magnus Financial Group first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $16.4M in Q3 2025. 1,994 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Magnus Financial Group held 31,211 shares of Microsoft worth $11.6M as of Q2 2026.
  • Magnus Financial Group bought 1,508 Microsoft shares in Q2 2026, an estimated $610K.
  • Microsoft made up 0.82% of Magnus Financial Group's portfolio in Q2 2026, its #29 holding.
  • Magnus Financial Group first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
  • Magnus Financial Group's Microsoft position peaked at $16.4M in Q3 2025.
  • 1,994 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.