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Planned Solutions’s Microsoft MSFT Stock Holding History

Planned Solutions’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 		$2.11M Buy
5,652
+299
+6% +$121K 0.6% 25
2026
Q1 		$1.98M Sell
5,353
-285
-5% -$119K 0.65% 25
2025
Q4 		$2.73M Sell
5,638
-42
-0.7% -$21K 0.87% 22
2025
Q3 		$2.94M Buy
5,680
+705
+14% +$360K 1.01% 21
2025
Q2 		$2.47M Buy
4,975
+172
+4% +$74.7K 0.94% 21
2025
Q1 		$1.8M Buy
4,803
+358
+8% +$146K 0.73% 24
2024
Q4 		$1.87M Buy
4,445
+2
+0% +$852 0.76% 22
2024
Q3 		$1.91M Buy
4,443
+1,012
+29% +$433K 0.77% 20
2024
Q2 		$1.53M Sell
3,431
-512
-13% -$216K 0.74% 20
2024
Q1 		$1.66M Buy
3,943
+37
+0.9% +$15K 0.81% 19
2023
Q4 		$1.47M Buy
3,906
+78
+2% +$27.8K 0.69% 19
2023
Q3 		$1.21M Buy
3,828
+122
+3% +$40.3K 0.73% 20
2023
Q2 		$1.26M Hold
3,706
– – 0.75% 20
2023
Q1 		$1.07M Buy
3,706
+53
+1% +$13.5K 0.68% 22
2022
Q4 		$876K Sell
3,653
-53
-1% -$12.7K 0.64% 24
2022
Q3 		$863K Hold
3,706
– – 0.72% 23
2022
Q2 		$952K Buy
3,706
+128
+4% +$34.7K 0.89% 20
2022
Q1 		$1.1M Buy
3,578
+52
+1% +$15.6K 0.77% 20
2021
Q4 		$1.19M Buy
+3,526
New +$1.14M 0.79% 18
2021
Q2 		$951K Hold
3,512
– – 0.66% 19
2021
Q1 		$828K Buy
3,512
+1,161
+49% +$269K 0.65% 19
2020
Q4 		$523K Buy
2,351
+200
+9% +$43K 0.42% 24
2020
Q3 		$452K Buy
+2,151
New +$452K 0.44% 24

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Planned Solutions's MSFT Position: Q2 2026 in Review

Planned Solutions increased its Microsoft (MSFT) stake by 5.6% in Q2 2026, buying an estimated $121K and bringing the position to 5,652 shares worth $2.11M. The position accounts for 0.6% of the portfolio, ranked #25.

Planned Solutions first reported a position in MSFT in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.94M in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Planned Solutions held 5,652 shares of Microsoft worth $2.11M as of Q2 2026.
  • Planned Solutions bought 299 Microsoft shares in Q2 2026, an estimated $121K.
  • Microsoft made up 0.6% of Planned Solutions's portfolio in Q2 2026, its #25 holding.
  • Planned Solutions first reported a position in Microsoft in Q3 2020 and has held it in 23 quarters since.
  • Planned Solutions's Microsoft position peaked at $2.94M in Q3 2025.
  • 2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.