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Moneywise Inc’s Microsoft MSFT Stock Holding History

Moneywise Inc’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 		$996K Buy
2,669
+10
+0.4% +$4.05K 0.37% 49
2026
Q1 		$984K Hold
2,659
– – 0.43% 48
2025
Q4 		$1.29M Sell
2,659
-431
-14% -$216K 0.53% 40
2025
Q3 		$1.6M Sell
3,090
-129
-4% -$65.8K 0.72% 28
2025
Q2 		$1.6M Buy
3,219
+240
+8% +$104K 0.75% 31
2025
Q1 		$1.12M Sell
2,979
-87
-3% -$35.5K 0.59% 30
2024
Q4 		$1.29M Sell
3,066
-556
-15% -$237K 0.65% 28
2024
Q3 		$1.56M Buy
+3,622
New +$1.55M 0.77% 27

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Moneywise Inc's MSFT Position: Q2 2026 in Review

Moneywise Inc increased its Microsoft (MSFT) stake by 0.38% in Q2 2026, buying an estimated $4.05K and bringing the position to 2,669 shares worth $996K. The position accounts for 0.37% of the portfolio, ranked #49.

Moneywise Inc first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.6M in Q2 2025. 1,484 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Moneywise Inc held 2,669 shares of Microsoft worth $996K as of Q2 2026.
  • Moneywise Inc bought 10 Microsoft shares in Q2 2026, an estimated $4.05K.
  • Microsoft made up 0.37% of Moneywise Inc's portfolio in Q2 2026, its #49 holding.
  • Moneywise Inc first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
  • Moneywise Inc's Microsoft position peaked at $1.6M in Q2 2025.
  • 1,484 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.