Petros Family Wealth’s Microsoft MSFT Stock Holding History

Petros Family 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	$3.71M	Buy	9,937 +234	+2%	+$94.7K	2.27%	12
2026 Q1	$3.59M	Sell	9,703 -1,280	-12%	-$536K	2.56%	7
2025 Q4	$5.31M	Buy	10,983 +1,649	+18%	+$826K	3.54%	4
2025 Q3	$4.83M	Buy	9,334 +333	+4%	+$170K	4.05%	3
2025 Q2	$4.48M	Buy	9,001 +143	+2%	+$62.1K	4.09%	4
2025 Q1	$3.33M	Buy	8,858 +651	+8%	+$265K	3.68%	4
2024 Q4	$3.46M	Buy	+8,207	New	+$3.5M	3.73%	4

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Petros Family Wealth's MSFT Position: Q2 2026 in Review

Petros Family Wealth increased its Microsoft (MSFT) stake by 2.4% in Q2 2026, buying an estimated $94.7K and bringing the position to 9,937 shares worth $3.71M. The position accounts for 2.27% of the portfolio, ranked #12.

Petros Family Wealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.31M in Q4 2025. 2,334 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Petros Family Wealth held 9,937 shares of Microsoft worth $3.71M as of Q2 2026.
Petros Family Wealth bought 234 Microsoft shares in Q2 2026, an estimated $94.7K.
Microsoft made up 2.27% of Petros Family Wealth's portfolio in Q2 2026, its #12 holding.
Petros Family Wealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Petros Family Wealth's Microsoft position peaked at $5.31M in Q4 2025.
2,334 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.