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Mainsail Financial Group’s Microsoft MSFT Stock Holding History

Mainsail 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 		$3.84M Buy
10,304
+925
+10% +$374K 1.31% 22
2026
Q1 		$3.47M Sell
9,379
-54
-0.6% -$22.6K 1.45% 23
2025
Q4 		$4.56M Sell
9,433
-179
-2% -$89.7K 1.9% 17
2025
Q3 		$4.98M Buy
9,612
+57
+0.6% +$29.1K 2.14% 16
2025
Q2 		$4.83M Sell
9,555
-98
-1% -$42.6K 2.25% 16
2025
Q1 		$3.62M Sell
9,653
-91
-0.9% -$37.1K 2.05% 17
2024
Q4 		$4.11M Buy
9,744
+26
+0.3% +$11.1K 2.38% 16
2024
Q3 		$4.06M Sell
9,718
-424
-4% -$181K 2.41% 16
2024
Q2 		$4.53M Sell
10,142
-797
-7% -$337K 2.67% 16
2024
Q1 		$4.6M Buy
10,939
+408
+4% +$165K 3.17% 11
2023
Q4 		$4.1M Buy
10,531
+1,363
+15% +$485K 3.18% 12
2023
Q3 		$2.95M Sell
9,168
-2,854
-24% -$943K 2.68% 16
2023
Q2 		$4.09M Sell
12,022
-508
-4% -$159K 3.84% 8
2023
Q1 		$3.53M Sell
12,530
-401
-3% -$102K 3.43% 8
2022
Q4 		$3.2M Buy
+12,931
New +$3.1M 3.27% 10

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

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

Mainsail Financial Group increased its Microsoft (MSFT) stake by 9.9% in Q2 2026, buying an estimated $374K and bringing the position to 10,304 shares worth $3.84M. The position accounts for 1.31% of the portfolio, ranked #22.

Mainsail Financial Group first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.98M in Q3 2025. 1,959 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Mainsail Financial Group held 10,304 shares of Microsoft worth $3.84M as of Q2 2026.
  • Mainsail Financial Group bought 925 Microsoft shares in Q2 2026, an estimated $374K.
  • Microsoft made up 1.31% of Mainsail Financial Group's portfolio in Q2 2026, its #22 holding.
  • Mainsail Financial Group first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Mainsail Financial Group's Microsoft position peaked at $4.98M in Q3 2025.
  • 1,959 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.