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Newton One Investments’s Microsoft MSFT Stock Holding History

Newton One Investments’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 		$28.1K Hold
75
– – 0.01% 88
2026
Q1 		$27.9K Hold
75
– – 0.01% 80
2025
Q4 		$36.4K Hold
75
– – 0.01% 75
2025
Q3 		$39K Hold
75
– – 0.01% 76
2025
Q2 		$37.4K Hold
75
– – 0.01% 76
2025
Q1 		$28.2K Buy
75
+30
+67% +$12.2K 0.01% 75
2024
Q4 		$19K Buy
+45
New +$19.2K 0.01% 82

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Newton One Investments's MSFT Position: Q2 2026 in Review

Newton One Investments held its Microsoft (MSFT) position steady in Q2 2026 at 75 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #88.

Newton One Investments first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $39K in Q3 2025. 2,416 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Newton One Investments held 75 shares of Microsoft worth $28.1K as of Q2 2026.
  • Newton One Investments left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.01% of Newton One Investments's portfolio in Q2 2026, its #88 holding.
  • Newton One Investments first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Newton One Investments's Microsoft position peaked at $39K in Q3 2025.
  • 2,416 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.