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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
2023
Q3 		– Sell
-100
Closed -$34.1K – 59
2023
Q2 		$34.1K Buy
+100
New +$31.3K 0.02% 63
2023
Q1 		– Sell
-100
Closed -$24K – 76
2022
Q4 		$24K Buy
+100
New +$24K 0.02% 73

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
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

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. 1,360 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.
  • 1,360 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.