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Owen LaRue’s Microsoft MSFT Stock Holding History

Owen LaRue’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 		$3.61M Buy
9,667
+59
+0.6% +$23.9K 1.25% 24
2026
Q1 		$3.56M Sell
9,608
-3,706
-28% -$1.55M 1.37% 22
2025
Q4 		$6.44M Sell
13,314
-457
-3% -$229K 2.45% 9
2025
Q3 		$7.13M Sell
13,771
-3,797
-22% -$1.94M 2.81% 9
2025
Q2 		$8.74M Sell
17,568
-348
-2% -$151K 3.72% 7
2025
Q1 		$6.73M Buy
17,916
+7
+0% +$2.85K 3.35% 7
2024
Q4 		$7.55M Buy
17,909
+3,012
+20% +$1.28M 3.94% 7
2024
Q3 		$6.41M Sell
14,897
-248
-2% -$106K 3.4% 8
2024
Q2 		$6.77M Sell
15,145
-2,090
-12% -$883K 4.19% 7
2024
Q1 		$7.25M Buy
17,235
+2,948
+21% +$1.19M 4.54% 6
2023
Q4 		$5.37M Buy
14,287
+1,440
+11% +$513K 5.11% 4
2023
Q3 		$4.06M Buy
12,847
+1,079
+9% +$357K 4.46% 5
2023
Q2 		$3.98M Buy
11,768
+4,722
+67% +$1.48M 4.18% 4
2023
Q1 		$1.61M Hold
7,046
– – 1.75% 23
2022
Q4 		$1.61M Buy
+7,046
New +$1.69M 1.75% 23

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
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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Owen LaRue's MSFT Position: Q2 2026 in Review

Owen LaRue increased its Microsoft (MSFT) stake by 0.61% in Q2 2026, buying an estimated $23.9K and bringing the position to 9,667 shares worth $3.61M. The position accounts for 1.25% of the portfolio, ranked #24.

Owen LaRue first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.74M in Q2 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Owen LaRue held 9,667 shares of Microsoft worth $3.61M as of Q2 2026.
  • Owen LaRue bought 59 Microsoft shares in Q2 2026, an estimated $23.9K.
  • Microsoft made up 1.25% of Owen LaRue's portfolio in Q2 2026, its #24 holding.
  • Owen LaRue first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Owen LaRue's Microsoft position peaked at $8.74M in Q2 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.