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Snider Financial Group’s Microsoft MSFT Stock Holding History

Snider Financial Group’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 		$17.8M Buy
47,653
+11,056
+30% +$4.47M 4.53% 5
2026
Q1 		$13.5M Buy
36,597
+252
+0.7% +$105K 4.09% 5
2025
Q4 		$17.6M Sell
36,345
-1,672
-4% -$838K 4.68% 4
2025
Q3 		$19.7M Sell
38,017
-2,898
-7% -$1.48M 5.37% 4
2025
Q2 		$20.4M Sell
40,915
-2,131
-5% -$925K 5.87% 3
2025
Q1 		$16.2M Sell
43,046
-1,263
-3% -$515K 5.25% 4
2024
Q4 		$18.7M Buy
44,309
+21,583
+95% +$9.19M 5.79% 3
2024
Q3 		$9.78M Buy
22,726
+876
+4% +$374K 3.58% 6
2024
Q2 		$9.77M Buy
21,850
+542
+3% +$229K 3.77% 5
2024
Q1 		$8.96M Buy
21,308
+249
+1% +$101K 3.74% 5
2023
Q4 		$7.92M Buy
21,059
+154
+0.7% +$54.8K 3.65% 6
2023
Q3 		$6.6M Buy
20,905
+595
+3% +$197K 3.19% 7
2023
Q2 		$6.92M Sell
20,310
-698
-3% -$219K 3.31% 7
2023
Q1 		$6.06M Buy
21,008
+5,089
+32% +$1.3M 3.23% 8
2022
Q4 		$3.82M Buy
15,919
+216
+1% +$51.8K 2.11% 15
2022
Q3 		$3.91M Buy
15,703
+295
+2% +$77.9K 2.12% 15
2022
Q2 		$3.96M Sell
15,408
-3,184
-17% -$864K 2.16% 17
2022
Q1 		$5.73M Sell
18,592
-221
-1% -$66.5K 2.61% 13
2021
Q4 		$6.3M Buy
18,813
+351
+2% +$114K 2.67% 13
2021
Q3 		$6.12M Sell
18,462
-911
-5% -$265K 2.67% 13
2021
Q2 		$5.44M Buy
+19,373
New +$4.92M 2.56% 14

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Snider Financial Group's MSFT Position: Q2 2026 in Review

Snider Financial Group increased its Microsoft (MSFT) stake by 30% in Q2 2026, buying an estimated $4.47M and bringing the position to 47,653 shares worth $17.8M. The position accounts for 4.53% of the portfolio, ranked #5.

Snider Financial Group first reported a position in MSFT in Q2 2021 and has held it in 21 quarters since. The position peaked at $20.4M in Q2 2025. 1,155 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Snider Financial Group held 47,653 shares of Microsoft worth $17.8M as of Q2 2026.
  • Snider Financial Group bought 11,056 Microsoft shares in Q2 2026, an estimated $4.47M.
  • Microsoft made up 4.53% of Snider Financial Group's portfolio in Q2 2026, its #5 holding.
  • Snider Financial Group first reported a position in Microsoft in Q2 2021 and has held it in 21 quarters since.
  • Snider Financial Group's Microsoft position peaked at $20.4M in Q2 2025.
  • 1,155 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.