Moisand Fitzgerald Tamayo’s Microsoft MSFT Stock Holding History

Moisand Fitzgerald Tamayo’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	$1.9M	Buy	5,101 +131	+3%	+$53K	0.19%	43
2026 Q1	$1.84M	Buy	4,970 +6	+0.1%	+$2.51K	0.2%	42
2025 Q4	$2.4M	Sell	4,964 -50	-1%	-$25.1K	0.27%	32
2025 Q3	$2.6M	Buy	5,014 +1	+0%	+$510	0.31%	31
2025 Q2	$2.49M	Buy	5,013 +51	+1%	+$22.1K	0.32%	31
2025 Q1	$1.86M	Sell	4,962 -340	-6%	-$139K	0.26%	34
2024 Q4	$2.23M	Sell	5,302 -15	-0.3%	-$6.39K	0.32%	33
2024 Q3	$2.29M	Sell	5,317 -51	-1%	-$21.8K	0.31%	34
2024 Q2	$2.4M	Buy	5,368 +77	+1%	+$32.5K	0.36%	31
2024 Q1	$2.23M	Sell	5,291 -23	-0.4%	-$9.31K	0.34%	32
2023 Q4	$2M	Sell	5,314 -110	-2%	-$39.2K	0.35%	36
2023 Q3	$1.71M	Buy	5,424 +2,022	+59%	+$668K	0.36%	35
2023 Q2	$1.16M	Sell	3,402 -127	-4%	-$39.8K	0.24%	39
2023 Q1	$1.02M	Sell	3,529 -1,203	-25%	-$307K	0.22%	43
2022 Q4	$1.13M	Buy	4,732 +352	+8%	+$84.5K	0.26%	42
2022 Q3	$1.02M	Buy	4,380 +481	+12%	+$127K	0.28%	42
2022 Q2	$1M	Buy	3,899 +3,039	+353%	+$825K	0.27%	45
2022 Q1	$265K	Sell	860 -2,690	-76%	-$809K	0.12%	66
2021 Q4	$1.19M	Sell	3,550 -1,255	-26%	-$407K	0.34%	43
2021 Q3	$1.35M	Sell	4,805 -80	-2%	-$23.3K	0.46%	38
2021 Q2	$1.32M	Buy	4,885 +1,340	+38%	+$341K	0.48%	37
2021 Q1	$836K	Sell	3,545 -36	-1%	-$8.35K	0.36%	43
2020 Q4	$797K	Buy	3,581 +86	+2%	+$18.5K	0.36%	44
2020 Q3	$735K	Sell	3,495 -16	-0.5%	-$3.36K	0.38%	42
2020 Q2	$715K	Buy	3,511 +16	+0.5%	+$2.9K	0.39%	42
2020 Q1	$551K	Sell	3,495 -34	-1%	-$5.59K	0.36%	45
2019 Q4	$557K	Sell	3,529 -28	-0.8%	-$4.11K	0.29%	51
2019 Q3	$495K	Sell	3,557 -37	-1%	-$5.09K	0.27%	52
2019 Q2	$481K	Sell	3,594 -28	-0.8%	-$3.56K	0.26%	54
2019 Q1	$427K	Sell	3,622 -661	-15%	-$72.1K	0.24%	54
2018 Q4	$435K	Buy	4,283 +454	+12%	+$48.6K	0.27%	53
2018 Q3	$438K	Sell	3,829 -100	-3%	-$10.8K	0.24%	54
2018 Q2	$387K	Sell	3,929 -500	-11%	-$48.5K	0.23%	54
2018 Q1	$404K	Buy	4,429 +500	+13%	+$45.7K	0.24%	53
2017 Q4	$336K	Hold	3,929	–	–	0.19%	50
2017 Q3	$293K	Buy	3,929 +228	+6%	+$16.7K	0.18%	53
2017 Q2	$255K	Hold	3,701	–	–	0.17%	55
2017 Q1	$244K	Hold	3,701	–	–	0.17%	56
2016 Q4	$230K	Sell	3,701 -200	-5%	-$12K	0.17%	57
2016 Q3	$225K	Buy	+3,901	New	+$220K	0.17%	55
2016 Q2	–	Sell	-3,441	Closed	-$190K	–	146
2016 Q1	$190K	Buy	3,441 +1,000	+41%	+$52.4K	0.15%	56
2015 Q4	$135K	Buy	+2,441	New	+$128K	0.12%	64

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Moisand Fitzgerald Tamayo's MSFT Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its Microsoft (MSFT) stake by 2.6% in Q2 2026, buying an estimated $53K and bringing the position to 5,101 shares worth $1.9M. The position accounts for 0.19% of the portfolio, ranked #43.

Moisand Fitzgerald Tamayo first reported a position in MSFT in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.6M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Moisand Fitzgerald Tamayo held 5,101 shares of Microsoft worth $1.9M as of Q2 2026.
Moisand Fitzgerald Tamayo bought 131 Microsoft shares in Q2 2026, an estimated $53K.
Microsoft made up 0.19% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #43 holding.
Moisand Fitzgerald Tamayo first reported a position in Microsoft in Q4 2015 and has held it in 42 quarters since.
Moisand Fitzgerald Tamayo's Microsoft position peaked at $2.6M in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.