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Robinswood Financial’s Microsoft MSFT Stock Holding History

Robinswood Financial’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 		$4.26M Sell
11,432
-127
-1% -$51.4K 1.22% 24
2026
Q1 		$4.28M Sell
11,559
-22
-0.2% -$9.21K 1.35% 24
2025
Q4 		$5.6M Sell
11,581
-837
-7% -$419K 1.79% 20
2025
Q3 		$6.43M Sell
12,418
-257
-2% -$131K 2.15% 17
2025
Q2 		$6.31M Buy
12,675
+1,764
+16% +$766K 2.23% 16
2025
Q1 		$4.1M Buy
10,911
+277
+3% +$113K 1.51% 21
2024
Q4 		$4.48M Sell
10,634
-6
-0.1% -$2.56K 1.69% 20
2024
Q3 		$4.58M Sell
10,640
-154
-1% -$65.8K 1.7% 21
2024
Q2 		$4.82M Buy
10,794
+961
+10% +$406K 1.95% 18
2024
Q1 		$4.17M Sell
9,833
-177
-2% -$71.7K 1.78% 20
2023
Q4 		$3.76M Sell
10,010
-36
-0.4% -$12.8K 1.63% 21
2023
Q3 		$3.17M Sell
10,046
-49
-0.5% -$16.2K 1.51% 22
2023
Q2 		$3.44M Buy
+10,095
New +$3.16M 1.6% 22

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Robinswood Financial's MSFT Position: Q2 2026 in Review

Robinswood Financial reduced its Microsoft (MSFT) stake by 1.1% in Q2 2026, selling an estimated $51.4K and leaving 11,432 shares worth $4.26M. The position accounts for 1.22% of the portfolio, ranked #24.

Robinswood Financial first reported a position in MSFT in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.43M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Robinswood Financial held 11,432 shares of Microsoft worth $4.26M as of Q2 2026.
  • Robinswood Financial sold 127 Microsoft shares in Q2 2026, an estimated $51.4K.
  • Microsoft made up 1.22% of Robinswood Financial's portfolio in Q2 2026, its #24 holding.
  • Robinswood Financial first reported a position in Microsoft in Q2 2023 and has held it in 13 quarters since.
  • Robinswood Financial's Microsoft position peaked at $6.43M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.