Post Resch Tallon Group’s Microsoft MSFT Stock Holding History

Post Resch Tallon Group’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	$1.79M	Buy	4,790 +575	+14%	+$233K	1.24%	20
2026 Q1	$1.57M	Buy	4,215 +607	+17%	+$254K	1.27%	20
2025 Q4	$1.74M	Buy	3,608 +322	+10%	+$161K	1.47%	19
2025 Q3	$1.7M	Buy	3,286 +63	+2%	+$32.1K	1.51%	19
2025 Q2	$1.6M	Buy	3,223 +1	+0%	+$434	1.54%	21
2025 Q1	$1.22M	Sell	3,222 -63	-2%	-$25.7K	1.25%	23
2024 Q4	$1.38M	Buy	+3,285	New	+$1.4M	1.32%	24

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

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 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 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

Post Resch Tallon Group's MSFT Position: Q2 2026 in Review

Post Resch Tallon Group increased its Microsoft (MSFT) stake by 14% in Q2 2026, buying an estimated $233K and bringing the position to 4,790 shares worth $1.79M. The position accounts for 1.24% of the portfolio, ranked #20.

Post Resch Tallon Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Post Resch Tallon Group held 4,790 shares of Microsoft worth $1.79M as of Q2 2026.
Post Resch Tallon Group bought 575 Microsoft shares in Q2 2026, an estimated $233K.
Microsoft made up 1.24% of Post Resch Tallon Group's portfolio in Q2 2026, its #20 holding.
Post Resch Tallon Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.