New Perspectives Inc’s Microsoft MSFT Stock Holding History

New Perspectives 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	$568K	Hold	1,522	–	–	0.17%	21
2026 Q1	$564K	Buy	1,522 +1	+0.1%	+$418	0.2%	20
2025 Q4	$736K	Hold	1,521	–	–	0.26%	19
2025 Q3	$788K	Buy	1,521 +1	+0.1%	+$510	0.35%	19
2025 Q2	$756K	Buy	1,520 +1	+0.1%	+$434	0.37%	18
2025 Q1	$570K	Buy	1,519 +1	+0.1%	+$408	0.3%	19
2024 Q4	$640K	Buy	1,518 +1	+0.1%	+$426	0.34%	17
2024 Q3	$653K	Buy	1,517 +701	+86%	+$300K	0.35%	17
2024 Q2	$365K	Hold	816	–	–	0.19%	18
2024 Q1	$343K	Buy	+816	New	+$330K	0.19%	19
2022 Q4	–	Sell	-896	Closed	-$209K	–	23
2022 Q3	$209K	Buy	896 +1	+0.1%	+$264	0.18%	19
2022 Q2	$230K	Buy	895 +211	+31%	+$57.3K	0.19%	20
2022 Q1	$211K	Sell	684 -13	-2%	-$3.91K	0.15%	22
2021 Q4	$234K	Buy	+697	New	+$226K	0.17%	21

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

New Perspectives Inc's MSFT Position: Q2 2026 in Review

New Perspectives Inc held its Microsoft (MSFT) position steady in Q2 2026 at 1,522 shares worth $568K. The position accounts for 0.17% of the portfolio, ranked #21.

New Perspectives Inc first reported a position in MSFT in Q4 2021 and has held it in 14 quarters since. The position peaked at $788K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

New Perspectives Inc held 1,522 shares of Microsoft worth $568K as of Q2 2026.
New Perspectives Inc left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.17% of New Perspectives Inc's portfolio in Q2 2026, its #21 holding.
New Perspectives Inc first reported a position in Microsoft in Q4 2021 and has held it in 14 quarters since.
New Perspectives Inc's Microsoft position peaked at $788K in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.