PPS&V Asset Management Consultants’s Microsoft MSFT Stock Holding History

PPS&V Asset Management Consultants’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	$280K	Sell	751 -53	-7%	-$21.4K	0.15%	35
2026 Q1	$297K	Sell	804 -13	-2%	-$5.44K	0.18%	31
2025 Q4	$395K	Buy	817 +1	+0.1%	+$501	0.23%	26
2025 Q3	$423K	Sell	816 -24	-3%	-$12.2K	0.24%	27
2025 Q2	$418K	Sell	840 -33	-4%	-$14.3K	0.26%	25
2025 Q1	$328K	Sell	873 -523	-37%	-$213K	0.24%	29
2024 Q4	$588K	Buy	1,396 +1	+0.1%	+$426	0.4%	22
2024 Q3	$600K	Buy	1,395 +1	+0.1%	+$427	0.41%	22
2024 Q2	$623K	Buy	1,394 +1	+0.1%	+$422	0.45%	19
2024 Q1	$586K	Buy	1,393 +1	+0.1%	+$405	0.43%	21
2023 Q4	$523K	Sell	1,392 -48	-3%	-$17.1K	0.4%	24
2023 Q3	$455K	Buy	1,440 +1	+0.1%	+$330	0.39%	26
2023 Q2	$490K	Buy	1,439 +1	+0.1%	+$313	0.4%	25
2023 Q1	$415K	Buy	1,438 +1	+0.1%	+$255	0.36%	26
2022 Q4	$345K	Buy	+1,437	New	+$345K	0.33%	29

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PPS&V Asset Management Consultants's MSFT Position: Q2 2026 in Review

PPS&V Asset Management Consultants reduced its Microsoft (MSFT) stake by 6.6% in Q2 2026, selling an estimated $21.4K and leaving 751 shares worth $280K. The position accounts for 0.15% of the portfolio, ranked #35.

PPS&V Asset Management Consultants first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $623K in Q2 2024. 1,928 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

PPS&V Asset Management Consultants held 751 shares of Microsoft worth $280K as of Q2 2026.
PPS&V Asset Management Consultants sold 53 Microsoft shares in Q2 2026, an estimated $21.4K.
Microsoft made up 0.15% of PPS&V Asset Management Consultants's portfolio in Q2 2026, its #35 holding.
PPS&V Asset Management Consultants first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
PPS&V Asset Management Consultants's Microsoft position peaked at $623K in Q2 2024.
1,928 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.