NavPoint Financial’s Microsoft MSFT Stock Holding History

NavPoint Financial’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	$1.64M	Hold	4,406	–	–	0.61%	33
2026 Q1	$1.63M	Hold	4,406	–	–	0.66%	34
2025 Q4	$2.13M	Buy	4,406 +1,600	+57%	+$802K	0.91%	28
2025 Q3	$1.45M	Buy	2,806 +34	+1%	+$17.3K	0.76%	27
2025 Q2	$1.38M	Hold	2,772	–	–	0.83%	24
2025 Q1	$1.04M	Buy	2,772 +110	+4%	+$44.8K	0.73%	24
2024 Q4	$1.12M	Hold	2,662	–	–	0.89%	24
2024 Q3	$1.15M	Hold	2,662	–	–	0.92%	23
2024 Q2	$1.19M	Hold	2,662	–	–	1.03%	21
2024 Q1	$1.12M	Hold	2,662	–	–	0.97%	23
2023 Q4	$1M	Buy	+2,662	New	+$947K	0.92%	23

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

NavPoint Financial's MSFT Position: Q2 2026 in Review

NavPoint Financial held its Microsoft (MSFT) position steady in Q2 2026 at 4,406 shares worth $1.64M. The position accounts for 0.61% of the portfolio, ranked #33.

NavPoint Financial first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.13M in Q4 2025. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

NavPoint Financial held 4,406 shares of Microsoft worth $1.64M as of Q2 2026.
NavPoint Financial left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.61% of NavPoint Financial's portfolio in Q2 2026, its #33 holding.
NavPoint Financial first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
NavPoint Financial's Microsoft position peaked at $2.13M in Q4 2025.
2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on NavPoint Financial's 13F filing for Q2 2026, filed 23 Jul 2026.