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Miller Global Investments’s Microsoft MSFT Stock Holding History

Miller Global Investments’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 		$701K Buy
1,879
+733
+64% +$297K 0.58% 58
2026
Q1 		$424K Buy
1,146
+703
+159% +$294K 0.39% 83
2025
Q4 		$214K Buy
+443
New +$222K 0.19% 128

Other funds holding MSFT

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Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Miller Global Investments's MSFT Position: Q2 2026 in Review

Miller Global Investments increased its Microsoft (MSFT) stake by 64% in Q2 2026, buying an estimated $297K and bringing the position to 1,879 shares worth $701K. The position accounts for 0.58% of the portfolio, ranked #58.

Miller Global Investments first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 3,637 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Miller Global Investments held 1,879 shares of Microsoft worth $701K as of Q2 2026.
  • Miller Global Investments bought 733 Microsoft shares in Q2 2026, an estimated $297K.
  • Microsoft made up 0.58% of Miller Global Investments's portfolio in Q2 2026, its #58 holding.
  • Miller Global Investments first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • 3,637 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.