Rezny Wealth Management’s Microsoft MSFT Stock Holding History

Rezny 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	$2.29M	Buy	6,141 +856	+16%	+$346K	0.4%	25
2026 Q1	$1.96M	Buy	5,285 +1	+0%	+$418	0.42%	23
2025 Q4	$2.56M	Buy	5,284 +21	+0.4%	+$10.5K	0.52%	19
2025 Q3	$2.73M	Buy	5,263 +206	+4%	+$105K	0.57%	16
2025 Q2	$2.52M	Buy	5,057 +114	+2%	+$49.5K	0.57%	14
2025 Q1	$1.86M	Buy	4,943 +564	+13%	+$230K	0.48%	18
2024 Q4	$1.85M	Buy	4,379 +204	+5%	+$86.9K	0.45%	18
2024 Q3	$1.8M	Buy	4,175 +399	+11%	+$171K	0.45%	18
2024 Q2	$1.69M	Buy	3,776 +788	+26%	+$333K	0.45%	14
2024 Q1	$1.26M	Buy	+2,988	New	+$1.21M	0.36%	15

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

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Rezny Wealth Management increased its Microsoft (MSFT) stake by 16% in Q2 2026, buying an estimated $346K and bringing the position to 6,141 shares worth $2.29M. The position accounts for 0.4% of the portfolio, ranked #25.

Rezny Wealth Management first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.73M in Q3 2025. 1,824 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Rezny Wealth Management held 6,141 shares of Microsoft worth $2.29M as of Q2 2026.
Rezny Wealth Management bought 856 Microsoft shares in Q2 2026, an estimated $346K.
Microsoft made up 0.4% of Rezny Wealth Management's portfolio in Q2 2026, its #25 holding.
Rezny Wealth Management first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
Rezny Wealth Management's Microsoft position peaked at $2.73M in Q3 2025.
1,824 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Rezny Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.