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Richard C. Young & Co’s Microsoft MSFT Stock Holding History

Richard C. Young & Co’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 		$16.9M Buy
45,320
+479
+1% +$194K 1.25% 38
2026
Q1 		$16.6M Buy
44,841
+3,462
+8% +$1.45M 1.38% 36
2025
Q4 		$20M Buy
41,379
+1,547
+4% +$775K 1.79% 21
2025
Q3 		$20.6M Buy
39,832
+67
+0.2% +$34.2K 1.92% 19
2025
Q2 		$19.8M Buy
39,765
+611
+2% +$265K 1.95% 18
2025
Q1 		$14.7M Buy
39,154
+1,188
+3% +$484K 1.58% 29
2024
Q4 		$16M Buy
37,966
+342
+0.9% +$146K 1.74% 24
2024
Q3 		$16.2M Buy
37,624
+346
+0.9% +$148K 1.77% 22
2024
Q2 		$16.7M Buy
37,278
+69
+0.2% +$29.1K 2.03% 15
2024
Q1 		$15.7M Buy
37,209
+35,108
+1,671% +$14.2M 1.97% 15
2023
Q4 		$790K Sell
2,101
-842
-29% -$300K 0.11% 67
2023
Q3 		$929K Buy
2,943
+1,095
+59% +$362K 0.13% 63
2023
Q2 		$629K Buy
1,848
+688
+59% +$216K 0.09% 64
2023
Q1 		$334K Buy
+1,160
New +$296K 0.05% 71
2020
Q3 		– Sell
-74,214
Closed -$15.1M – 78
2020
Q2 		$15.1M Sell
74,214
-984
-1% -$179K 2.52% 6
2020
Q1 		$11.9M Buy
75,198
+1,226
+2% +$202K 2.3% 11
2019
Q4 		$11.7M Buy
73,972
+1,520
+2% +$223K 1.94% 18
2019
Q3 		$10.1M Buy
72,452
+1,263
+2% +$174K 1.81% 20
2019
Q2 		$9.54M Buy
71,189
+23,232
+48% +$2.95M 1.81% 19
2019
Q1 		$5.66M Buy
47,957
+28,388
+145% +$3.1M 1.08% 45
2018
Q4 		$1.99M Buy
+19,569
New +$2.1M 0.42% 57

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

Richard C. Young & Co's MSFT Position: Q2 2026 in Review

Richard C. Young & Co increased its Microsoft (MSFT) stake by 1.1% in Q2 2026, buying an estimated $194K and bringing the position to 45,320 shares worth $16.9M. The position accounts for 1.25% of the portfolio, ranked #38.

Richard C. Young & Co first reported a position in MSFT in Q4 2018 and has held it in 21 quarters since. The position peaked at $20.6M in Q3 2025. 2,599 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Richard C. Young & Co held 45,320 shares of Microsoft worth $16.9M as of Q2 2026.
  • Richard C. Young & Co bought 479 Microsoft shares in Q2 2026, an estimated $194K.
  • Microsoft made up 1.25% of Richard C. Young & Co's portfolio in Q2 2026, its #38 holding.
  • Richard C. Young & Co first reported a position in Microsoft in Q4 2018 and has held it in 21 quarters since.
  • Richard C. Young & Co's Microsoft position peaked at $20.6M in Q3 2025.
  • 2,599 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.