QFW
MSFT icon

QTR Family Wealth’s Microsoft MSFT Stock Holding History

QTR Family Wealth’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 		$7.05M Buy
18,888
+560
+3% +$227K 2.45% 6
2026
Q1 		$7.2M Buy
18,328
+2,043
+13% +$855K 3% 4
2025
Q4 		$6.73M Buy
16,285
+58
+0.4% +$29.1K 2.96% 5
2025
Q3 		$8.4M Buy
16,227
+2,209
+16% +$1.13M 3.99% 3
2025
Q2 		$6.97M Buy
14,018
+2,039
+17% +$885K 4.32% 2
2025
Q1 		$4.5M Buy
+11,979
New +$4.88M 3.39% 4

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QTR Family Wealth's MSFT Position: Q2 2026 in Review

QTR Family Wealth increased its Microsoft (MSFT) stake by 3.1% in Q2 2026, buying an estimated $227K and bringing the position to 18,888 shares worth $7.05M. The position accounts for 2.45% of the portfolio, ranked #6.

QTR Family Wealth first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.4M in Q3 2025. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • QTR Family Wealth held 18,888 shares of Microsoft worth $7.05M as of Q2 2026.
  • QTR Family Wealth bought 560 Microsoft shares in Q2 2026, an estimated $227K.
  • Microsoft made up 2.45% of QTR Family Wealth's portfolio in Q2 2026, its #6 holding.
  • QTR Family Wealth first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
  • QTR Family Wealth's Microsoft position peaked at $8.4M in Q3 2025.
  • 2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.