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Rebalance’s Microsoft MSFT Stock Holding History

Rebalance’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 		$1.45M Buy
3,886
+69
+2% +$27.9K 0.08% 54
2026
Q1 		$1.41M Sell
3,817
-541
-12% -$226K 0.08% 54
2025
Q4 		$2.11M Buy
4,358
+323
+8% +$162K 0.12% 46
2025
Q3 		$2.09M Buy
4,035
+26
+0.6% +$13.3K 0.13% 46
2025
Q2 		$1.99M Sell
4,009
-3
-0.1% -$1.3K 0.14% 46
2025
Q1 		$1.51M Sell
4,012
-270
-6% -$110K 0.11% 47
2024
Q4 		$1.8M Buy
4,282
+578
+16% +$246K 0.13% 41
2024
Q3 		$1.59M Buy
3,704
+253
+7% +$108K 0.12% 44
2024
Q2 		$1.54M Buy
3,451
+24
+0.7% +$10.1K 0.12% 43
2024
Q1 		$1.44M Sell
3,427
-88
-3% -$35.6K 0.12% 49
2023
Q4 		$1.32M Buy
3,515
+1,660
+89% +$591K 0.12% 50
2023
Q3 		$586K Buy
1,855
+88
+5% +$29.1K 0.06% 56
2023
Q2 		$602K Sell
1,767
-68
-4% -$21.3K 0.06% 56
2023
Q1 		$529K Buy
1,835
+68
+4% +$17.3K 0.05% 57
2022
Q4 		$424K Buy
+1,767
New +$424K 0.04% 63

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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

Rebalance's MSFT Position: Q2 2026 in Review

Rebalance increased its Microsoft (MSFT) stake by 1.8% in Q2 2026, buying an estimated $27.9K and bringing the position to 3,886 shares worth $1.45M. The position accounts for 0.08% of the portfolio, ranked #54.

Rebalance first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.11M in Q4 2025. 2,566 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Rebalance held 3,886 shares of Microsoft worth $1.45M as of Q2 2026.
  • Rebalance bought 69 Microsoft shares in Q2 2026, an estimated $27.9K.
  • Microsoft made up 0.08% of Rebalance's portfolio in Q2 2026, its #54 holding.
  • Rebalance first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Rebalance's Microsoft position peaked at $2.11M in Q4 2025.
  • 2,566 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.