Sharp Financial Services’s Microsoft MSFT Stock Holding History

Sharp Financial Services’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	$1.31M	Buy	3,513 +366	+12%	+$148K	0.61%	28
2026 Q1	$1.17M	Sell	3,147 -174	-5%	-$72.8K	0.58%	21
2025 Q4	$1.61M	Sell	3,321 -57	-2%	-$28.6K	0.81%	22
2025 Q3	$1.75M	Sell	3,378 -160	-5%	-$81.6K	0.95%	18
2025 Q2	$1.76M	Sell	3,538 -391	-10%	-$170K	1.13%	10
2025 Q1	$1.47M	Buy	3,929 +1,363	+53%	+$556K	1.13%	10
2024 Q4	$1.08M	Buy	2,566 +157	+7%	+$66.9K	0.82%	23
2024 Q3	$1.04M	Buy	2,409 +40	+2%	+$17.1K	0.8%	23
2024 Q2	$1.06M	Buy	2,369 +263	+12%	+$111K	0.91%	20
2024 Q1	$886K	Sell	2,106 -389	-16%	-$157K	0.82%	21
2023 Q4	$938K	Buy	+2,495	New	+$888K	1.02%	21

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Sharp Financial Services's MSFT Position: Q2 2026 in Review

Sharp Financial Services increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $148K and bringing the position to 3,513 shares worth $1.31M. The position accounts for 0.61% of the portfolio, ranked #28.

Sharp Financial Services first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.76M in Q2 2025. 2,463 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sharp Financial Services held 3,513 shares of Microsoft worth $1.31M as of Q2 2026.
Sharp Financial Services bought 366 Microsoft shares in Q2 2026, an estimated $148K.
Microsoft made up 0.61% of Sharp Financial Services's portfolio in Q2 2026, its #28 holding.
Sharp Financial Services first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Sharp Financial Services's Microsoft position peaked at $1.76M in Q2 2025.
2,463 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.