Mesirow Financial Investment Management’s Microsoft MSFT Stock Holding History

Mesirow Financial Investment 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	$117M	Sell	314,298 -142,463	-31%	-$57.6M	1.84%	10
2026 Q1	$169M	Buy	456,761 +167,099	+58%	+$69.9M	2.74%	5
2025 Q4	$140M	Sell	289,662 -40,892	-12%	-$20.5M	2.88%	5
2025 Q3	$171M	Sell	330,554 -181	-0.1%	-$92.3K	3.06%	5
2025 Q2	$165M	Buy	330,735 +17,155	+5%	+$7.45M	3.21%	4
2025 Q1	$118M	Sell	313,580 -2,372	-0.8%	-$967K	2.28%	7
2024 Q4	$133M	Buy	315,952 +20,576	+7%	+$8.76M	2.65%	6
2024 Q3	$127M	Buy	295,376 +1,081	+0.4%	+$462K	2.46%	7
2024 Q2	$132M	Sell	294,295 -762	-0.3%	-$322K	2.96%	5
2024 Q1	$124M	Buy	295,057 +21,736	+8%	+$8.8M	2.82%	5
2023 Q4	$76.3M	Buy	+273,321	New	+$97.3M	2.79%	8

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

Mesirow Financial Investment Management's MSFT Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its Microsoft (MSFT) stake by 31% in Q2 2026, selling an estimated $57.6M and leaving 314,298 shares worth $117M. The position accounts for 1.84% of the portfolio, ranked #10.

Mesirow Financial Investment Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $171M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Mesirow Financial Investment Management held 314,298 shares of Microsoft worth $117M as of Q2 2026.
Mesirow Financial Investment Management sold 142,463 Microsoft shares in Q2 2026, an estimated $57.6M.
Microsoft made up 1.84% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #10 holding.
Mesirow Financial Investment Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's Microsoft position peaked at $171M in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.