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Nova R Wealth’s Microsoft MSFT Stock Holding History

Nova R Wealth’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 		$1.3M Buy
3,485
+197
+6% +$79.7K 0.38% 41
2026
Q1 		$1.22M Sell
3,288
-22
-0.7% -$9.21K 0.39% 40
2025
Q4 		$1.6M Sell
3,310
-553
-14% -$277K 0.58% 34
2025
Q3 		$2M Buy
3,863
+266
+7% +$136K 0.85% 23
2025
Q2 		$1.79M Sell
3,597
-93
-3% -$40.4K 0.83% 29
2025
Q1 		$1.39M Buy
3,690
+124
+3% +$50.6K 0.69% 30
2024
Q4 		$1.5M Sell
3,566
-2,015
-36% -$858K 0.76% 27
2024
Q3 		$2.4M Sell
5,581
-79
-1% -$33.8K 1.18% 20
2024
Q2 		$2.53M Buy
5,660
+850
+18% +$359K 1.3% 19
2024
Q1 		$2.02M Sell
4,810
-363
-7% -$147K 1.06% 21
2023
Q4 		$1.95M Buy
5,173
+1,418
+38% +$505K 1.23% 20
2023
Q3 		$1.19M Sell
3,755
-894
-19% -$295K 0.82% 25
2023
Q2 		$1.58M Sell
4,649
-2,196
-32% -$688K 1.06% 20
2023
Q1 		$1.97M Buy
6,845
+147
+2% +$37.5K 1.33% 17
2022
Q4 		$1.61M Sell
6,698
-161
-2% -$38.6K 1.18% 17
2022
Q3 		$1.6M Buy
6,859
+1
+0% +$264 1.3% 18
2022
Q2 		$1.76M Buy
6,858
+24
+0.4% +$6.51K 1.45% 15
2022
Q1 		$2.11M Buy
6,834
+187
+3% +$56.3K 1.8% 13
2021
Q4 		$2.24M Buy
+6,647
New +$2.16M 1.81% 13

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Nova R Wealth's MSFT Position: Q2 2026 in Review

Nova R Wealth increased its Microsoft (MSFT) stake by 6% in Q2 2026, buying an estimated $79.7K and bringing the position to 3,485 shares worth $1.3M. The position accounts for 0.38% of the portfolio, ranked #41.

Nova R Wealth first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.53M in Q2 2024. 1,299 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Nova R Wealth held 3,485 shares of Microsoft worth $1.3M as of Q2 2026.
  • Nova R Wealth bought 197 Microsoft shares in Q2 2026, an estimated $79.7K.
  • Microsoft made up 0.38% of Nova R Wealth's portfolio in Q2 2026, its #41 holding.
  • Nova R Wealth first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Nova R Wealth's Microsoft position peaked at $2.53M in Q2 2024.
  • 1,299 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.