MAM
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Milestone Asset Management’s Microsoft MSFT Stock Holding History

Milestone Asset 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 		$3.87M Buy
10,371
+607
+6% +$246K 0.61% 51
2026
Q1 		$3.61M Sell
9,764
-13,333
-58% -$5.58M 0.67% 43
2025
Q4 		$11.2M Buy
23,097
+14,673
+174% +$7.35M 2.11% 11
2025
Q3 		$4.36M Sell
8,424
-8,522
-50% -$4.35M 0.83% 27
2025
Q2 		$8.43M Buy
16,946
+7,389
+77% +$3.21M 1.78% 9
2025
Q1 		$3.59M Buy
9,557
+931
+11% +$380K 0.77% 29
2024
Q4 		$3.64M Sell
8,626
-101
-1% -$43K 0.8% 34
2024
Q3 		$3.76M Sell
8,727
-11,650
-57% -$4.98M 0.84% 29
2024
Q2 		$9.11M Sell
20,377
-3,801
-16% -$1.61M 2.28% 9
2024
Q1 		$10.2M Buy
24,178
+20,039
+484% +$8.11M 2.91% 7
2023
Q4 		$1.56M Buy
4,139
+268
+7% +$95.4K 0.51% 13
2023
Q3 		$1.25M Buy
3,871
+613
+19% +$203K 0.44% 18
2023
Q2 		$1.11M Sell
3,258
-737
-18% -$231K 0.49% 13
2023
Q1 		$1.15M Buy
3,995
+61
+2% +$15.6K 0.66% 25
2022
Q4 		$954K Buy
+3,934
New +$944K 0.57% 19

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM