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Smallwood Wealth Investment Management’s Microsoft MSFT Stock Holding History

Smallwood Wealth 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 		$1.83M Sell
4,913
-36
-0.7% -$14.6K 0.8% 25
2026
Q1 		$1.83M Sell
4,949
-89
-2% -$37.2K 0.97% 24
2025
Q4 		$2.44M Sell
5,038
-59
-1% -$29.6K 1.28% 18
2025
Q3 		$2.64M Sell
5,097
-40
-0.8% -$20.4K 1.34% 15
2025
Q2 		$2.56M Buy
5,137
+212
+4% +$92.1K 1.46% 17
2025
Q1 		$1.85M Sell
4,925
-105
-2% -$42.8K 1.16% 18
2024
Q4 		$2.12M Sell
5,030
-39
-0.8% -$16.6K 1.45% 14
2024
Q3 		$2.18M Sell
5,069
-5
-0.1% -$2.14K 1.56% 13
2024
Q2 		$2.27M Buy
5,074
+543
+12% +$229K 1.75% 13
2024
Q1 		$1.91M Buy
4,531
+575
+15% +$233K 1.48% 15
2023
Q4 		$1.49M Buy
3,956
+193
+5% +$68.7K 1.23% 17
2023
Q3 		$1.19M Sell
3,763
-151
-4% -$49.9K 1.08% 21
2023
Q2 		$1.33M Sell
3,914
-50
-1% -$15.7K 1.19% 19
2023
Q1 		$1.14M Sell
3,964
-2,696
-40% -$688K 1.08% 22
2022
Q4 		$1.6M Buy
6,660
+7
+0.1% +$1.68K 1.35% 18
2022
Q3 		$1.55M Buy
6,653
+622
+10% +$164K 1.39% 14
2022
Q2 		$1.55M Buy
6,031
+2,417
+67% +$656K 1.57% 14
2022
Q1 		$1.11M Buy
3,614
+6
+0.2% +$1.8K 1.05% 18
2021
Q4 		$1.21M Buy
+3,608
New +$1.17M 1.13% 17

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Smallwood Wealth Investment Management's MSFT Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Microsoft (MSFT) stake by 0.73% in Q2 2026, selling an estimated $14.6K and leaving 4,913 shares worth $1.83M. The position accounts for 0.8% of the portfolio, ranked #25.

Smallwood Wealth Investment Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.64M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Smallwood Wealth Investment Management held 4,913 shares of Microsoft worth $1.83M as of Q2 2026.
  • Smallwood Wealth Investment Management sold 36 Microsoft shares in Q2 2026, an estimated $14.6K.
  • Microsoft made up 0.8% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #25 holding.
  • Smallwood Wealth Investment Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's Microsoft position peaked at $2.64M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.