Midwest Financial Network’s Microsoft MSFT Stock Holding History

Midwest Financial Network’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	$631K	Buy	1,691 +16	+1%	+$6.47K	0.43%	64
2026 Q1	$620K	Buy	1,675 +12	+0.7%	+$5.02K	0.49%	54
2025 Q4	$804K	Sell	1,663 -266	-14%	-$133K	0.62%	47
2025 Q3	$999K	Buy	1,929 +312	+19%	+$159K	0.81%	44
2025 Q2	$804K	Buy	1,617 +1,078	+200%	+$468K	0.8%	41
2025 Q1	$202K	Hold	539	–	–	0.2%	58
2024 Q4	$227K	Buy	+539	New	+$230K	0.24%	54

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

Midwest Financial Network's MSFT Position: Q2 2026 in Review

Midwest Financial Network increased its Microsoft (MSFT) stake by 0.96% in Q2 2026, buying an estimated $6.47K and bringing the position to 1,691 shares worth $631K. The position accounts for 0.43% of the portfolio, ranked #64.

Midwest Financial Network first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $999K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Midwest Financial Network held 1,691 shares of Microsoft worth $631K as of Q2 2026.
Midwest Financial Network bought 16 Microsoft shares in Q2 2026, an estimated $6.47K.
Microsoft made up 0.43% of Midwest Financial Network's portfolio in Q2 2026, its #64 holding.
Midwest Financial Network first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Midwest Financial Network's Microsoft position peaked at $999K in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.