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Selective Wealth Management’s Microsoft MSFT Stock Holding History

Selective 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 		$2.05M Buy
5,205
+168
+3% +$68K 0.54% 25
2026
Q1 		$2.14M Buy
5,037
+189
+4% +$79.1K 0.63% 23
2025
Q4 		$2.21M Buy
4,848
+350
+8% +$175K 0.69% 22
2025
Q3 		$2.36M Sell
4,498
-96
-2% -$49K 0.76% 21
2025
Q2 		$2.31M Sell
4,594
-41
-0.9% -$17.8K 0.84% 17
2025
Q1 		$1.8M Buy
4,635
+88
+2% +$35.9K 0.78% 20
2024
Q4 		$1.89M Buy
4,547
+177
+4% +$75.4K 0.77% 20
2024
Q3 		$1.81M Buy
4,370
+401
+10% +$171K 0.75% 21
2024
Q2 		$1.82M Sell
3,969
-102
-3% -$43.1K 0.8% 21
2024
Q1 		$1.72M Buy
4,071
+17
+0.4% +$6.88K 0.75% 23
2023
Q4 		$1.49M Sell
4,054
-34
-0.8% -$12.1K 0.75% 24
2023
Q3 		$1.3M Sell
4,088
-642
-14% -$212K 0.72% 23
2023
Q2 		$1.57M Buy
+4,730
New +$1.48M 0.78% 24
2022
Q4 		$1.06M Sell
4,424
-19
-0.4% -$4.56K 0.56% 30
2022
Q3 		$1.03M Sell
4,443
-1,422
-24% -$375K 0.44% 35
2022
Q2 		$1.51M Buy
5,865
+359
+7% +$97.4K 0.54% 34
2022
Q1 		$1.7M Sell
5,506
-1,146
-17% -$345K 0.62% 26
2021
Q4 		$2.24M Buy
6,652
+35
+0.5% +$11.3K 0.91% 22
2021
Q3 		$1.86M Buy
6,617
+2,010
+44% +$585K 0.99% 20
2021
Q2 		$1.25M Buy
4,607
+2,663
+137% +$677K 0.99% 20
2021
Q1 		$458K Buy
1,944
+1,500
+338% +$348K 0.42% 32
2020
Q4 		$99K Buy
444
+323
+267% +$69.5K 0.06% 80
2020
Q3 		$25K Sell
121
-115
-49% -$24.2K 0.02% 134
2020
Q2 		$48K Buy
236
+50
+27% +$9.08K 0.04% 108
2020
Q1 		$29K Hold
186
– – 0.05% 86
2019
Q4 		$29K Sell
186
-71
-28% -$10.4K 0.04% 96
2019
Q3 		$36K Buy
+257
New +$35.3K 0.05% 90

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

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

Selective Wealth Management increased its Microsoft (MSFT) stake by 3.3% in Q2 2026, buying an estimated $68K and bringing the position to 5,205 shares worth $2.05M. The position accounts for 0.54% of the portfolio, ranked #25.

Selective Wealth Management first reported a position in MSFT in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.36M in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Selective Wealth Management held 5,205 shares of Microsoft worth $2.05M as of Q2 2026.
  • Selective Wealth Management bought 168 Microsoft shares in Q2 2026, an estimated $68K.
  • Microsoft made up 0.54% of Selective Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Selective Wealth Management first reported a position in Microsoft in Q3 2019 and has held it in 27 quarters since.
  • Selective Wealth Management's Microsoft position peaked at $2.36M in Q3 2025.
  • 2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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