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Prosperity Financial Group’s Microsoft MSFT Stock Holding History

Prosperity Financial 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 		$7.37M Buy
19,767
+83
+0.4% +$33.6K 2.29% 6
2026
Q1 		$7.29M Buy
19,684
+441
+2% +$185K 2.69% 3
2025
Q4 		$9.31M Buy
19,243
+503
+3% +$252K 3.35% 3
2025
Q3 		$9.71M Buy
18,740
+503
+3% +$257K 3.55% 3
2025
Q2 		$9.07M Sell
18,237
-845
-4% -$367K 3.85% 3
2025
Q1 		$7.16M Sell
19,082
-451
-2% -$184K 3.57% 3
2024
Q4 		$8.23M Buy
19,533
+249
+1% +$106K 4.1% 3
2024
Q3 		$8.3M Buy
19,284
+1,235
+7% +$528K 4.65% 2
2024
Q2 		$8.07M Buy
18,049
+255
+1% +$108K 5.09% 2
2024
Q1 		$7.49M Buy
17,794
+1,137
+7% +$460K 4.62% 2
2023
Q4 		$6.26M Buy
16,657
+254
+2% +$90.4K 4.35% 5
2023
Q3 		$5.18M Buy
16,403
+826
+5% +$273K 4.28% 5
2023
Q2 		$5.3M Buy
15,577
+771
+5% +$242K 4.67% 3
2023
Q1 		$4.27M Buy
14,806
+134
+0.9% +$34.2K 4.32% 6
2022
Q4 		$3.52M Buy
+14,672
New +$3.52M 3.8% 7

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Prosperity Financial Group's MSFT Position: Q2 2026 in Review

Prosperity Financial Group increased its Microsoft (MSFT) stake by 0.42% in Q2 2026, buying an estimated $33.6K and bringing the position to 19,767 shares worth $7.37M. The position accounts for 2.29% of the portfolio, ranked #6.

Prosperity Financial Group first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.71M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Prosperity Financial Group held 19,767 shares of Microsoft worth $7.37M as of Q2 2026.
  • Prosperity Financial Group bought 83 Microsoft shares in Q2 2026, an estimated $33.6K.
  • Microsoft made up 2.29% of Prosperity Financial Group's portfolio in Q2 2026, its #6 holding.
  • Prosperity Financial Group first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Financial Group's Microsoft position peaked at $9.71M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.