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Maltin Wealth Management’s Microsoft MSFT Stock Holding History

Maltin Wealth Management’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 		$786K Buy
2,108
+1,186
+129% +$480K 0.26% 74
2026
Q1 		$341K Buy
922
+1
+0.1% +$418 0.13% 96
2025
Q4 		$445K Buy
921
+21
+2% +$10.5K 0.18% 87
2025
Q3 		$466K Buy
900
+192
+27% +$97.9K 0.19% 83
2025
Q2 		$352K Buy
708
+2
+0.3% +$869 0.16% 91
2025
Q1 		$265K Sell
706
-65
-8% -$26.5K 0.12% 111
2024
Q4 		$325K Sell
771
-11
-1% -$4.68K 0.16% 100
2024
Q3 		$337K Buy
782
+1
+0.1% +$427 0.16% 93
2024
Q2 		$349K Sell
781
-19
-2% -$8.02K 0.19% 89
2024
Q1 		$337K Sell
800
-14
-2% -$5.67K 0.19% 90
2023
Q4 		$306K Sell
814
-21
-3% -$7.47K 0.19% 89
2023
Q3 		$264K Sell
835
-20
-2% -$6.61K 0.18% 93
2023
Q2 		$291K Buy
855
+22
+3% +$6.89K 0.21% 86
2023
Q1 		$240K Buy
+833
New +$212K 0.17% 92
2022
Q4 		– Sell
-1,031
Closed -$240K – 109
2022
Q3 		$240K Buy
1,031
+4
+0.4% +$1.06K 0.19% 93
2022
Q2 		$264K Buy
1,027
+9
+0.9% +$2.44K 0.19% 92
2022
Q1 		$314K Buy
1,018
+5
+0.5% +$1.5K 0.21% 90
2021
Q4 		$341K Buy
1,013
+19
+2% +$6.16K 0.21% 89
2021
Q3 		$280K Buy
994
+47
+5% +$13.7K 0.17% 90
2021
Q2 		$257K Buy
947
+63
+7% +$16K 0.16% 94
2021
Q1 		$208K Buy
+884
New +$205K 0.13% 103
2020
Q2 		– Sell
-4,026
Closed -$635K – 88
2020
Q1 		$635K Buy
+4,026
New +$662K 0.54% 46

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Maltin Wealth Management's MSFT Position: Q2 2026 in Review

Maltin Wealth Management increased its Microsoft (MSFT) stake by 129% in Q2 2026, buying an estimated $480K and bringing the position to 2,108 shares worth $786K. The position accounts for 0.26% of the portfolio, ranked #74.

Maltin Wealth Management first reported a position in MSFT in Q1 2020 and has held it in 22 quarters since. 2,387 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Maltin Wealth Management held 2,108 shares of Microsoft worth $786K as of Q2 2026.
  • Maltin Wealth Management bought 1,186 Microsoft shares in Q2 2026, an estimated $480K.
  • Microsoft made up 0.26% of Maltin Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Maltin Wealth Management first reported a position in Microsoft in Q1 2020 and has held it in 22 quarters since.
  • 2,387 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.