Royal Fund Management’s Microsoft MSFT Stock Holding History

Royal Fund 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
2025 Q4	–	Sell	-1	Closed	-$1.12K	–	316
2025 Q3	$1.12K	Sell	1 -99	-99%	-$50.5K	﹤0.01%	265
2025 Q2	$49.7K	Hold	100	–	–	﹤0.01%	314
2025 Q1	$37.3K	Buy	+100	New	+$40.8K	﹤0.01%	321
2024 Q4	–	Sell	-100	Closed	-$43K	–	335
2024 Q3	$43K	Buy	+100	New	+$42.7K	﹤0.01%	333
2024 Q1	–	Sell	-300	Closed	-$113K	–	338
2023 Q4	$113K	Buy	+300	New	+$107K	0.01%	287
2023 Q3	–	Sell	-200	Closed	-$68.1K	–	293
2023 Q2	$68.1K	Sell	200 -4,100	-95%	-$1.28M	0.01%	265
2023 Q1	$1.24M	Sell	4,300 -200	-4%	-$51K	0.18%	128
2022 Q4	$1.08M	Buy	4,500 +2,500	+125%	+$600K	0.17%	119
2022 Q3	$465K	Sell	2,000 -100	-5%	-$26.4K	0.08%	151
2022 Q2	$539K	Buy	+2,100	New	+$570K	0.09%	146
2020 Q2	–	Sell	-37	Closed	-$65K	–	405
2020 Q1	$65K	Buy	+37	New	+$6.08K	0.03%	211

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Royal Fund Management's MSFT Position: Q2 2026 in Review

Royal Fund Management increased its Microsoft (MSFT) stake by 3.8% in Q2 2026, buying an estimated $648K and bringing the position to 43,902 shares worth $16.4M. The position accounts for 1.36% of the portfolio, ranked #12.

Royal Fund Management first reported a position in MSFT in Q4 2016 and has held it in 39 quarters since. The position peaked at $31.1M in Q2 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Royal Fund Management held 43,902 shares of Microsoft worth $16.4M as of Q2 2026.
Royal Fund Management bought 1,602 Microsoft shares in Q2 2026, an estimated $648K.
Microsoft made up 1.36% of Royal Fund Management's portfolio in Q2 2026, its #12 holding.
Royal Fund Management first reported a position in Microsoft in Q4 2016 and has held it in 39 quarters since.
Royal Fund Management's Microsoft position peaked at $31.1M in Q2 2025.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.