Maia Wealth’s Microsoft MSFT Stock Holding History

Maia Wealth’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	$10.8M	Buy	28,939 +3,077	+12%	+$1.24M	1.59%	5
2026 Q1	$9.57M	Buy	25,862 +1,921	+8%	+$804K	1.62%	6
2025 Q4	$9.62M	Buy	23,941 +1,249	+6%	+$626K	1.64%	9
2025 Q3	$11.5M	Buy	22,692 +1,936	+9%	+$988K	1.93%	7
2025 Q2	$10.3M	Buy	20,756 +1,247	+6%	+$542K	1.97%	5
2025 Q1	$7.57M	Buy	19,509 +1,807	+10%	+$737K	1.72%	9
2024 Q4	$7.69M	Buy	17,702 +1,802	+11%	+$768K	1.66%	10
2024 Q3	$6.75M	Buy	15,900 +1,726	+12%	+$738K	1.67%	10
2024 Q2	$6.43M	Buy	+14,174	New	+$5.99M	1.94%	9
2023 Q4	$4.92M	Buy	+13,081	New	+$4.66M	1.99%	8

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Maia Wealth's MSFT Position: Q2 2026 in Review

Maia Wealth increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $1.24M and bringing the position to 28,939 shares worth $10.8M. The position accounts for 1.59% of the portfolio, ranked #5.

Maia Wealth first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.5M in Q3 2025. 2,491 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Maia Wealth held 28,939 shares of Microsoft worth $10.8M as of Q2 2026.
Maia Wealth bought 3,077 Microsoft shares in Q2 2026, an estimated $1.24M.
Microsoft made up 1.59% of Maia Wealth's portfolio in Q2 2026, its #5 holding.
Maia Wealth first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's Microsoft position peaked at $11.5M in Q3 2025.
2,491 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.