Moller Wealth Partners’s Microsoft MSFT Stock Holding History

Moller Wealth Partners’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	$380K	Buy	+1,020	New	+$413K	0.07%	57
2026 Q1	–	Sell	-497	Closed	-$240K	–	70
2025 Q4	$240K	Sell	497 -1	-0.2%	-$501	0.05%	63
2025 Q3	$258K	Buy	498 +8	+2%	+$4.08K	0.05%	63
2025 Q2	$244K	Buy	+490	New	+$213K	0.05%	65
2020 Q3	–	Sell	-1,212	Closed	-$247K	–	47
2020 Q2	$247K	Buy	+1,212	New	+$220K	0.11%	43
2019 Q1	–	Sell	-4,624	Closed	-$472K	–	65
2018 Q4	$472K	Buy	+4,624	New	+$495K	0.31%	43
2018 Q1	–	Sell	-2,400	Closed	-$205K	–	45
2017 Q4	$205K	Buy	+2,400	New	+$197K	0.08%	47

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

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

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

Moller Wealth Partners's MSFT Position: Q2 2026 in Review

Moller Wealth Partners opened a new position in Microsoft (MSFT) in Q2 2026: 1,020 shares worth $380K. The stake represents 0.07% of the portfolio and ranks #57 among its holdings. This is a return to the name: Moller Wealth Partners previously reported a position in MSFT as recently as Q4 2025.

Moller Wealth Partners first reported a position in MSFT in Q4 2017 and has held it in 7 quarters since. The position peaked at $472K in Q4 2018. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Moller Wealth Partners held 1,020 shares of Microsoft worth $380K as of Q2 2026.
Microsoft was a new Moller Wealth Partners position in Q2 2026.
Microsoft made up 0.07% of Moller Wealth Partners's portfolio in Q2 2026, its #57 holding.
Moller Wealth Partners first reported a position in Microsoft in Q4 2017 and has held it in 7 quarters since.
Moller Wealth Partners's Microsoft position peaked at $472K in Q4 2018.
2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.