Private Wealth Group’s Microsoft MSFT Stock Holding History

Private Wealth 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	$377K	Hold	1,010	–	–	0.15%	51
2026 Q1	$374K	Hold	1,010	–	–	0.17%	46
2025 Q4	$489K	Buy	1,010 +226	+29%	+$113K	0.23%	43
2025 Q3	$406K	Hold	784	–	–	0.2%	43
2025 Q2	$390K	Hold	784	–	–	0.21%	45
2025 Q1	$294K	Hold	784	–	–	0.17%	50
2024 Q4	$330K	Hold	784	–	–	0.16%	57
2024 Q3	$337K	Hold	784	–	–	0.17%	53
2024 Q2	$350K	Hold	784	–	–	0.18%	52
2024 Q1	$330K	Hold	784	–	–	0.17%	54
2023 Q4	$295K	Buy	+784	New	+$279K	0.17%	50
2023 Q1	–	Sell	-1,204	Closed	-$289K	–	56
2022 Q4	$289K	Buy	+1,204	New	+$289K	0.41%	42

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Private Wealth Group's MSFT Position: Q2 2026 in Review

Private Wealth Group held its Microsoft (MSFT) position steady in Q2 2026 at 1,010 shares worth $377K. The position accounts for 0.15% of the portfolio, ranked #51.

Private Wealth Group first reported a position in MSFT in Q4 2022 and has held it in 12 quarters since. The position peaked at $489K in Q4 2025. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Private Wealth Group held 1,010 shares of Microsoft worth $377K as of Q2 2026.
Private Wealth Group left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.15% of Private Wealth Group's portfolio in Q2 2026, its #51 holding.
Private Wealth Group first reported a position in Microsoft in Q4 2022 and has held it in 12 quarters since.
Private Wealth Group's Microsoft position peaked at $489K in Q4 2025.
2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.