Retirement Wealth Solutions’s Microsoft MSFT Stock Holding History

Retirement Wealth Solutions’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	$909K	Sell	2,438 -33	-1%	-$13.4K	0.5%	37
2026 Q1	$915K	Sell	2,471 -149	-6%	-$62.3K	0.58%	33
2025 Q4	$1.27M	Sell	2,620 -9	-0.3%	-$4.51K	0.8%	26
2025 Q3	$1.36M	Buy	2,629 +2	+0.1%	+$1.02K	0.89%	24
2025 Q2	$1.31M	Sell	2,627 -32	-1%	-$13.9K	0.95%	25
2025 Q1	$998K	Buy	2,659 +334	+14%	+$136K	0.81%	25
2024 Q4	$974K	Buy	+2,325	New	+$990K	0.82%	23

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Retirement Wealth Solutions's MSFT Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Microsoft (MSFT) stake by 1.3% in Q2 2026, selling an estimated $13.4K and leaving 2,438 shares worth $909K. The position accounts for 0.5% of the portfolio, ranked #37.

Retirement Wealth Solutions first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q3 2025. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Retirement Wealth Solutions held 2,438 shares of Microsoft worth $909K as of Q2 2026.
Retirement Wealth Solutions sold 33 Microsoft shares in Q2 2026, an estimated $13.4K.
Microsoft made up 0.5% of Retirement Wealth Solutions's portfolio in Q2 2026, its #37 holding.
Retirement Wealth Solutions first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's Microsoft position peaked at $1.36M in Q3 2025.
2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.