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Refined Wealth Management’s Microsoft MSFT Stock Holding History

Refined Wealth Management’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 		$326K Hold
875
– – 0.2% 35
2026
Q1 		$324K Hold
875
– – 0.2% 34
2025
Q4 		$423K Buy
+875
New +$438K 0.28% 30

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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Refined Wealth Management's MSFT Position: Q2 2026 in Review

Refined Wealth Management held its Microsoft (MSFT) position steady in Q2 2026 at 875 shares worth $326K. The position accounts for 0.2% of the portfolio, ranked #35.

Refined Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $423K in Q4 2025. 2,363 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Refined Wealth Management held 875 shares of Microsoft worth $326K as of Q2 2026.
  • Refined Wealth Management left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.2% of Refined Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Refined Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Refined Wealth Management's Microsoft position peaked at $423K in Q4 2025.
  • 2,363 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Refined Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.