McNaughton Wealth Management’s Microsoft MSFT Stock Holding History

McNaughton 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	$2.18M	Buy	5,851 +1,070	+22%	+$433K	0.77%	36
2026 Q1	$1.77M	Buy	4,781 +913	+24%	+$382K	0.73%	40
2025 Q4	$1.87M	Buy	3,868 +257	+7%	+$129K	0.77%	37
2025 Q3	$1.87M	Buy	3,611 +15	+0.4%	+$7.65K	0.79%	35
2025 Q2	$1.79M	Sell	3,596 -78	-2%	-$33.9K	0.8%	36
2025 Q1	$1.38M	Buy	3,674 +531	+17%	+$216K	0.67%	42
2024 Q4	$1.32M	Buy	3,143 +89	+3%	+$37.9K	0.64%	36
2024 Q3	$1.31M	Buy	3,054 +42	+1%	+$18K	0.64%	33
2024 Q2	$1.35M	Buy	3,012 +130	+5%	+$54.9K	0.71%	30
2024 Q1	$1.21M	Sell	2,882 -1	-0%	-$405	0.67%	34
2023 Q4	$1.08M	Buy	2,883 +236	+9%	+$84K	0.64%	34
2023 Q3	$836K	Sell	2,647 -131	-5%	-$43.3K	0.56%	35
2023 Q2	$946K	Sell	2,778 -157	-5%	-$49.2K	0.61%	39
2023 Q1	$846K	Buy	2,935 +79	+3%	+$20.2K	0.56%	32
2022 Q4	$685K	Buy	2,856 +102	+4%	+$24.5K	0.47%	34
2022 Q3	$641K	Sell	2,754 -467	-14%	-$123K	0.47%	33
2022 Q2	$827K	Buy	3,221 +774	+32%	+$210K	0.58%	34
2022 Q1	$754K	Buy	2,447 +612	+33%	+$184K	0.49%	33
2021 Q4	$576K	Buy	1,835 +83	+5%	+$26.9K	0.37%	34
2021 Q3	$494K	Sell	1,752 -15	-0.8%	-$4.36K	0.35%	32
2021 Q2	$479K	Buy	1,767 +217	+14%	+$55.2K	0.34%	34
2021 Q1	$365K	Buy	1,550 +81	+6%	+$18.8K	0.28%	35
2020 Q4	$327K	Buy	1,469 +61	+4%	+$13.1K	0.26%	37
2020 Q3	$296K	Buy	+1,408	New	+$296K	0.26%	40

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

McNaughton Wealth Management increased its Microsoft (MSFT) stake by 22% in Q2 2026, buying an estimated $433K and bringing the position to 5,851 shares worth $2.18M. The position accounts for 0.77% of the portfolio, ranked #36.

McNaughton Wealth Management first reported a position in MSFT in Q3 2020 and has held it in 24 quarters since. 2,892 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

McNaughton Wealth Management held 5,851 shares of Microsoft worth $2.18M as of Q2 2026.
McNaughton Wealth Management bought 1,070 Microsoft shares in Q2 2026, an estimated $433K.
Microsoft made up 0.77% of McNaughton Wealth Management's portfolio in Q2 2026, its #36 holding.
McNaughton Wealth Management first reported a position in Microsoft in Q3 2020 and has held it in 24 quarters since.
2,892 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.