Marathon Strategic Advisors’s Microsoft MSFT Stock Holding History

Marathon Strategic Advisors’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	$914K	Sell	2,451 -8	-0.3%	-$3.24K	0.52%	25
2026 Q1	$910K	Hold	2,459	–	–	0.65%	24
2025 Q4	$1.19M	Buy	2,459 +1,057	+75%	+$530K	0.91%	22
2025 Q3	$726K	Buy	1,402 +1	+0.1%	+$510	0.58%	28
2025 Q2	$697K	Buy	1,401 +66	+5%	+$28.7K	0.65%	24
2025 Q1	$501K	Buy	1,335 +36	+3%	+$14.7K	0.54%	23
2024 Q4	$548K	Sell	1,299 -58	-4%	-$24.7K	0.59%	23
2024 Q3	$584K	Buy	1,357 +169	+14%	+$72.2K	0.62%	24
2024 Q2	$531K	Buy	+1,188	New	+$502K	0.62%	24
2024 Q1	–	Sell	-1,188	Closed	-$447K	–	30
2023 Q4	$447K	Buy	+1,188	New	+$423K	0.61%	23

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

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Marathon Strategic Advisors's MSFT Position: Q2 2026 in Review

Marathon Strategic Advisors reduced its Microsoft (MSFT) stake by 0.33% in Q2 2026, selling an estimated $3.24K and leaving 2,451 shares worth $914K. The position accounts for 0.52% of the portfolio, ranked #25.

Marathon Strategic Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.19M in Q4 2025. 2,000 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Marathon Strategic Advisors held 2,451 shares of Microsoft worth $914K as of Q2 2026.
Marathon Strategic Advisors sold 8 Microsoft shares in Q2 2026, an estimated $3.24K.
Microsoft made up 0.52% of Marathon Strategic Advisors's portfolio in Q2 2026, its #25 holding.
Marathon Strategic Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Marathon Strategic Advisors's Microsoft position peaked at $1.19M in Q4 2025.
2,000 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.