Miller Financial Services’s Microsoft MSFT Stock Holding History

Miller Financial Services’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	$2.02M	Buy	5,403 +2,780	+106%	+$1.12M	1.62%	15
2026 Q1	$971K	Buy	2,623 +295	+13%	+$123K	1.06%	29
2025 Q4	$1.17M	Sell	2,328 -828	-26%	-$415K	1.37%	21
2025 Q3	$1.63M	Sell	3,156 -33	-1%	-$16.8K	1.89%	13
2025 Q2	$1.59M	Sell	3,189 -22	-0.7%	-$9.55K	2.02%	13
2025 Q1	$1.21M	Sell	3,211 -1,786	-36%	-$728K	1.73%	16
2024 Q4	$2.11M	Buy	+4,997	New	+$2.13M	1.78%	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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Miller Financial Services's MSFT Position: Q2 2026 in Review

Miller Financial Services increased its Microsoft (MSFT) stake by 106% in Q2 2026, buying an estimated $1.12M and bringing the position to 5,403 shares worth $2.02M. The position accounts for 1.62% of the portfolio, ranked #15.

Miller Financial Services first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.11M in Q4 2024. 2,566 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Miller Financial Services held 5,403 shares of Microsoft worth $2.02M as of Q2 2026.
Miller Financial Services bought 2,780 Microsoft shares in Q2 2026, an estimated $1.12M.
Microsoft made up 1.62% of Miller Financial Services's portfolio in Q2 2026, its #15 holding.
Miller Financial Services first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Miller Financial Services's Microsoft position peaked at $2.11M in Q4 2024.
2,566 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.