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Quantum Financial Planning Services’s Microsoft MSFT Stock Holding History

Quantum Financial Planning Services’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 		$1.75M Sell
4,701
-755
-14% -$305K 0.54% 14
2026
Q1 		$2.02M Buy
5,456
+320
+6% +$134K 0.72% 11
2025
Q4 		$2.48M Buy
5,136
+1,588
+45% +$796K 0.9% 11
2025
Q3 		$1.84M Buy
3,548
+383
+12% +$195K 0.74% 11
2025
Q2 		$1.57M Sell
3,165
-731
-19% -$317K 0.74% 10
2025
Q1 		$1.46M Buy
3,896
+1,993
+105% +$813K 0.8% 9
2024
Q4 		$802K Buy
+1,903
New +$811K 0.45% 11

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
Ninety One (UK)
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
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
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

Quantum Financial Planning Services's MSFT Position: Q2 2026 in Review

Quantum Financial Planning Services reduced its Microsoft (MSFT) stake by 14% in Q2 2026, selling an estimated $305K and leaving 4,701 shares worth $1.75M. The position accounts for 0.54% of the portfolio, ranked #14.

Quantum Financial Planning Services first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.48M in Q4 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Quantum Financial Planning Services held 4,701 shares of Microsoft worth $1.75M as of Q2 2026.
  • Quantum Financial Planning Services sold 755 Microsoft shares in Q2 2026, an estimated $305K.
  • Microsoft made up 0.54% of Quantum Financial Planning Services's portfolio in Q2 2026, its #14 holding.
  • Quantum Financial Planning Services first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Quantum Financial Planning Services's Microsoft position peaked at $2.48M in Q4 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.