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National Wealth Management Group’s Microsoft MSFT Stock Holding History

National Wealth Management Group’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 		$3.11M Sell
8,332
-2,057
-20% -$832K 0.96% 26
2026
Q1 		$3.85M Sell
10,389
-615
-6% -$257K 1.43% 17
2025
Q4 		$5.32M Sell
11,004
-46
-0.4% -$23.1K 1.84% 11
2025
Q3 		$5.72M Buy
11,050
+5,902
+115% +$3.01M 2.16% 8
2025
Q2 		$2.56M Buy
5,148
+79
+2% +$34.3K 1.44% 19
2025
Q1 		$1.9M Buy
5,069
+750
+17% +$306K 1.25% 20
2024
Q4 		$1.82M Buy
4,319
+337
+8% +$144K 1.21% 20
2024
Q3 		$1.71M Sell
3,982
-30
-0.7% -$12.8K 1.16% 22
2024
Q2 		$1.79M Buy
4,012
+169
+4% +$71.4K 1.37% 21
2024
Q1 		$1.62M Buy
3,843
+164
+4% +$66.4K 1.26% 24
2023
Q4 		$1.38M Sell
3,679
-256
-7% -$91.1K 1.34% 23
2023
Q3 		$1.24M Buy
3,935
+357
+10% +$118K 1.35% 20
2023
Q2 		$1.17M Buy
3,578
+470
+15% +$147K 1.21% 26
2023
Q1 		$960K Buy
3,108
+1,410
+83% +$360K 1.1% 26
2022
Q4 		$407K Sell
1,698
-430
-20% -$103K 0.49% 69
2022
Q3 		$496K Buy
2,128
+768
+56% +$203K 0.64% 39
2022
Q2 		$349K Sell
1,360
-546
-29% -$148K 0.44% 62
2022
Q1 		$588K Sell
1,906
-150
-7% -$45.1K 0.57% 54
2021
Q4 		$691K Buy
+2,056
New +$667K 0.65% 51

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
Mirae Asset Global Investments
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
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

National Wealth Management Group's MSFT Position: Q2 2026 in Review

National Wealth Management Group reduced its Microsoft (MSFT) stake by 20% in Q2 2026, selling an estimated $832K and leaving 8,332 shares worth $3.11M. The position accounts for 0.96% of the portfolio, ranked #26.

National Wealth Management Group first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.72M in Q3 2025. 1,685 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • National Wealth Management Group held 8,332 shares of Microsoft worth $3.11M as of Q2 2026.
  • National Wealth Management Group sold 2,057 Microsoft shares in Q2 2026, an estimated $832K.
  • Microsoft made up 0.96% of National Wealth Management Group's portfolio in Q2 2026, its #26 holding.
  • National Wealth Management Group first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • National Wealth Management Group's Microsoft position peaked at $5.72M in Q3 2025.
  • 1,685 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.