Seilern Investment Management’s Microsoft MSFT Stock Holding History

Seilern Investment 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	$42.9M	Sell	115,127 -16,698	-13%	-$6.76M	5.41%	11
2026 Q1	$48.8M	Sell	131,825 -51,974	-28%	-$21.7M	5.82%	9
2025 Q4	$88.9M	Sell	183,799 -70,745	-28%	-$35.5M	6.89%	3
2025 Q3	$132M	Sell	254,544 -66,712	-21%	-$34M	9.53%	2
2025 Q2	$160M	Sell	321,256 -42,499	-12%	-$18.5M	10.54%	1
2025 Q1	$137M	Sell	363,755 -49,703	-12%	-$20.3M	8.93%	3
2024 Q4	$174M	Buy	+413,458	New	+$176M	9.93%	2

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Seilern Investment Management's MSFT Position: Q2 2026 in Review

Seilern Investment Management reduced its Microsoft (MSFT) stake by 13% in Q2 2026, selling an estimated $6.76M and leaving 115,127 shares worth $42.9M. The position accounts for 5.41% of the portfolio, ranked #11.

Seilern Investment Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $174M in Q4 2024. 1,685 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Seilern Investment Management held 115,127 shares of Microsoft worth $42.9M as of Q2 2026.
Seilern Investment Management sold 16,698 Microsoft shares in Q2 2026, an estimated $6.76M.
Microsoft made up 5.41% of Seilern Investment Management's portfolio in Q2 2026, its #11 holding.
Seilern Investment Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Seilern Investment Management's Microsoft position peaked at $174M in Q4 2024.
1,685 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Seilern Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.