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Marshall Financial Group (Maryland)’s Microsoft MSFT Stock Holding History

Marshall Financial Group (Maryland)’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 		$4.13M Buy
11,064
+604
+6% +$244K 0.6% 29
2026
Q1 		$3.87M Buy
10,460
+53
+0.5% +$22.2K 0.62% 29
2025
Q4 		$5.03M Sell
10,407
-986
-9% -$494K 0.98% 19
2025
Q3 		$5.9M Buy
11,393
+7
+0.1% +$3.57K 1.15% 18
2025
Q2 		$5.67M Sell
11,386
-394
-3% -$171K 1.11% 16
2025
Q1 		$4.42M Buy
11,780
+158
+1% +$64.4K 0.97% 18
2024
Q4 		$4.9M Buy
11,622
+355
+3% +$151K 1.19% 17
2024
Q3 		$4.85M Buy
11,267
+1,977
+21% +$845K 1.16% 17
2024
Q2 		$4.15M Sell
9,290
-53
-0.6% -$22.4K 1.16% 16
2024
Q1 		$3.93M Buy
9,343
+213
+2% +$86.2K 1.13% 15
2023
Q4 		$3.43M Sell
9,130
-289
-3% -$103K 1.11% 18
2023
Q3 		$2.97M Sell
9,419
-236
-2% -$78K 1.07% 19
2023
Q2 		$3.29M Buy
9,655
+178
+2% +$55.8K 1.12% 18
2023
Q1 		$2.73M Sell
9,477
-764
-7% -$195K 0.98% 23
2022
Q4 		$2.46M Buy
10,241
+319
+3% +$76.6K 0.95% 25
2022
Q3 		$2.31M Buy
9,922
+91
+0.9% +$24K 0.98% 19
2022
Q2 		$2.52M Buy
9,831
+527
+6% +$143K 1.01% 18
2022
Q1 		$2.87M Buy
9,304
+258
+3% +$77.6K 1.17% 9
2021
Q4 		$3.04M Buy
9,046
+1,042
+13% +$338K 1.12% 12
2021
Q3 		$2.26M Buy
8,004
+404
+5% +$118K 1.17% 10
2021
Q2 		$2.06M Sell
7,600
-923
-11% -$235K 1.11% 12
2021
Q1 		$2.01M Buy
8,523
+624
+8% +$145K 1.2% 12
2020
Q4 		$1.76M Buy
+7,899
New +$1.7M 1.15% 12

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Marshall Financial Group (Maryland)'s MSFT Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Microsoft (MSFT) stake by 5.8% in Q2 2026, buying an estimated $244K and bringing the position to 11,064 shares worth $4.13M. The position accounts for 0.6% of the portfolio, ranked #29.

Marshall Financial Group (Maryland) first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.9M in Q3 2025. 2,364 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Marshall Financial Group (Maryland) held 11,064 shares of Microsoft worth $4.13M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 604 Microsoft shares in Q2 2026, an estimated $244K.
  • Microsoft made up 0.6% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #29 holding.
  • Marshall Financial Group (Maryland) first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Microsoft position peaked at $5.9M in Q3 2025.
  • 2,364 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.