Mirabaud Asset Management’s Microsoft MSFT Stock Holding History

Mirabaud 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	$5.56M	Sell	15,089 -7,129	-32%	-$2.88M	4.63%	5
2026 Q1	$7.98M	Sell	22,218 -23,278	-51%	-$9.74M	6.57%	5
2025 Q4	$18.7M	Buy	45,496 +10,168	+29%	+$5.1M	8.67%	1
2025 Q3	$18.2M	Sell	35,328 -9,009	-20%	-$4.6M	8.81%	1
2025 Q2	$22M	Buy	44,337 +1,160	+3%	+$504K	10.24%	1
2025 Q1	$16.4M	Buy	43,177 +1,253	+3%	+$511K	8.55%	1
2024 Q4	$17.8M	Buy	41,924 +3,324	+9%	+$1.42M	8.28%	1
2024 Q3	$16.5M	Sell	38,600 -8,448	-18%	-$3.61M	6.82%	2
2024 Q2	$21M	Sell	47,048 -4,955	-10%	-$2.09M	9.68%	1
2024 Q1	$21.9M	Sell	52,003 -164	-0.3%	-$66.4K	8.84%	1
2023 Q4	$19.6M	Buy	+52,167	New	+$18.6M	8.41%	1

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirabaud Asset Management's MSFT Position: Q2 2026 in Review

Mirabaud Asset Management reduced its Microsoft (MSFT) stake by 32% in Q2 2026, selling an estimated $2.88M and leaving 15,089 shares worth $5.56M. The position accounts for 4.63% of the portfolio, ranked #5.

Mirabaud Asset Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $22M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Mirabaud Asset Management held 15,089 shares of Microsoft worth $5.56M as of Q2 2026.
Mirabaud Asset Management sold 7,129 Microsoft shares in Q2 2026, an estimated $2.88M.
Microsoft made up 4.63% of Mirabaud Asset Management's portfolio in Q2 2026, its #5 holding.
Mirabaud Asset Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Mirabaud Asset Management's Microsoft position peaked at $22M in Q2 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mirabaud Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.