MinichMacGregor Wealth Management’s Microsoft MSFT Stock Holding History

MinichMacGregor Wealth 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	$15.5M	Buy	41,460 +15,947	+63%	+$6.45M	2.35%	15
2026 Q1	$9.44M	Sell	25,513 -16	-0.1%	-$6.7K	1.67%	28
2025 Q4	$12.3M	Buy	25,529 +16,580	+185%	+$8.31M	2.24%	14
2025 Q3	$4.64M	Sell	8,949 -118	-1%	-$60.2K	0.9%	40
2025 Q2	$4.51M	Sell	9,067 -1,309	-13%	-$568K	0.96%	40
2025 Q1	$3.9M	Buy	10,376 +271	+3%	+$110K	0.87%	42
2024 Q4	$4.26M	Buy	10,105 +2,245	+29%	+$956K	0.88%	39
2024 Q3	$3.38M	Buy	7,860 +35	+0.4%	+$15K	0.73%	41
2024 Q2	$3.5M	Sell	7,825 -1	-0%	-$422	0.85%	38
2024 Q1	$3.32M	Sell	7,826 -1,204	-13%	-$487K	0.85%	40
2023 Q4	$3.4M	Buy	9,030 +1,501	+20%	+$534K	0.98%	34
2023 Q3	$2.38M	Sell	7,529 -298	-4%	-$98.5K	0.79%	43
2023 Q2	$2.67M	Sell	7,827 -515	-6%	-$161K	0.83%	42
2023 Q1	$2.4M	Buy	8,342 +522	+7%	+$133K	0.8%	37
2022 Q4	$1.88M	Sell	7,820 -53	-0.7%	-$12.7K	0.68%	36
2022 Q3	$1.83M	Buy	7,873 +424	+6%	+$112K	0.73%	34
2022 Q2	$1.91M	Sell	7,449 -109	-1%	-$29.6K	0.79%	31
2022 Q1	$2.33M	Sell	7,558 -32	-0.4%	-$9.63K	0.75%	32
2021 Q4	$2.55M	Buy	7,590 +1,701	+29%	+$551K	0.78%	33
2021 Q3	$1.66M	Sell	5,889 -5	-0.1%	-$1.46K	0.56%	36
2021 Q2	$1.6M	Sell	5,894 -331	-5%	-$84.1K	0.56%	37
2021 Q1	$1.47M	Sell	6,225 -97	-2%	-$22.5K	0.55%	37
2020 Q4	$1.41M	Buy	6,322 +75	+1%	+$16.1K	0.57%	37
2020 Q3	$1.31M	Buy	6,247 +605	+11%	+$127K	0.62%	33
2020 Q2	$1.15M	Sell	5,642 -525	-9%	-$95.3K	0.64%	26
2020 Q1	$1.06M	Buy	6,167 +983	+19%	+$162K	0.95%	31
2019 Q4	$817K	Sell	5,184 -134	-3%	-$19.7K	0.46%	33
2019 Q3	$739K	Buy	5,318 +964	+22%	+$133K	0.5%	30
2019 Q2	$590K	Sell	4,354 -103	-2%	-$13.1K	0.41%	31
2019 Q1	$530K	Sell	4,457 -6,963	-61%	-$760K	0.4%	31
2018 Q4	$851K	Buy	11,420 +7,173	+169%	+$768K	0.58%	54
2018 Q3	$491K	Buy	4,247 +53	+1%	+$5.75K	0.32%	28
2018 Q2	$419K	Buy	4,194 +60	+1%	+$5.82K	0.3%	29
2018 Q1	$377K	Buy	4,134 +54	+1%	+$4.94K	0.29%	29
2017 Q4	$349K	Buy	4,080 +129	+3%	+$10.6K	0.27%	29
2017 Q3	$294K	Hold	3,951	–	–	0.24%	30
2017 Q2	$272K	Sell	3,951 -35	-0.9%	-$2.4K	0.24%	31
2017 Q1	$262K	Sell	3,986 -2	-0.1%	-$128	0.24%	31
2016 Q4	$247K	Buy	3,988 +221	+6%	+$13.3K	0.23%	32
2016 Q3	$217K	Sell	3,767 -39	-1%	-$2.2K	0.2%	35
2016 Q2	$194K	Sell	3,806 -1,092	-22%	-$56.7K	0.18%	38
2016 Q1	$270K	Buy	4,898 +54	+1%	+$2.83K	0.26%	31
2015 Q4	$226K	Buy	+4,844	New	+$255K	0.21%	35

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

MinichMacGregor Wealth Management's MSFT Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its Microsoft (MSFT) stake by 63% in Q2 2026, buying an estimated $6.45M and bringing the position to 41,460 shares worth $15.5M. The position accounts for 2.35% of the portfolio, ranked #15.

MinichMacGregor Wealth Management first reported a position in MSFT in Q4 2015 and has held it in 43 quarters since. 2,892 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

MinichMacGregor Wealth Management held 41,460 shares of Microsoft worth $15.5M as of Q2 2026.
MinichMacGregor Wealth Management bought 15,947 Microsoft shares in Q2 2026, an estimated $6.45M.
Microsoft made up 2.35% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #15 holding.
MinichMacGregor Wealth Management first reported a position in Microsoft in Q4 2015 and has held it in 43 quarters since.
2,892 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.