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Spire Wealth Management’s Microsoft MSFT Stock Holding History

Spire 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 		$49M Sell
131,257
-813
-0.6% -$329K 1.48% 7
2026
Q1 		$48.9M Sell
132,070
-5,115
-4% -$2.14M 1.67% 7
2025
Q4 		$66.3M Buy
137,185
+1,019
+0.7% +$511K 2.22% 5
2025
Q3 		$70.5M Buy
136,166
+3,757
+3% +$1.92M 2.4% 5
2025
Q2 		$65.5M Sell
132,409
-50,668
-28% -$22M 2.35% 7
2025
Q1 		$68.7M Buy
183,077
+9,726
+6% +$3.97M 2.2% 5
2024
Q4 		$73.1M Sell
173,351
-1,556
-0.9% -$663K 2.27% 7
2024
Q3 		$75.3M Sell
174,907
-12,159
-6% -$5.2M 2.54% 5
2024
Q2 		$83.6M Sell
187,066
-7,492
-4% -$3.16M 2.95% 4
2024
Q1 		$110M Sell
194,558
-6,126
-3% -$2.48M 1.99% 14
2023
Q4 		$80M Buy
200,684
+20,556
+11% +$7.32M 2.64% 5
2023
Q3 		$56.9M Buy
180,128
+4,499
+3% +$1.49M 2.17% 5
2023
Q2 		$59.8M Buy
175,629
+26,851
+18% +$8.42M 2.21% 4
2023
Q1 		$42.9M Buy
148,778
+11,177
+8% +$2.85M 1.67% 7
2022
Q4 		$33M Buy
137,601
+4,063
+3% +$975K 1.86% 6
2022
Q3 		$31.1M Sell
133,538
-77,784
-37% -$20.5M 1.89% 7
2022
Q2 		$54.3M Sell
211,322
-62,916
-23% -$17.1M 2.24% 3
2022
Q1 		$84.6M Sell
274,238
-38,218
-12% -$11.5M 2.27% 4
2021
Q4 		$105M Buy
312,456
+40,372
+15% +$13.1M 2.33% 4
2021
Q3 		$76.7M Buy
272,084
+9,379
+4% +$2.73M 2.03% 4
2021
Q2 		$71.3M Sell
262,705
-49,410
-16% -$12.6M 1.93% 4
2021
Q1 		$72.5M Buy
+312,115
New +$72.4M 1.93% 4

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

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

Spire Wealth Management reduced its Microsoft (MSFT) stake by 0.62% in Q2 2026, selling an estimated $329K and leaving 131,257 shares worth $49M. The position accounts for 1.48% of the portfolio, ranked #7.

Spire Wealth Management first reported a position in MSFT in Q1 2021 and has held it in 22 quarters since. The position peaked at $110M in Q1 2024. 1,994 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Spire Wealth Management held 131,257 shares of Microsoft worth $49M as of Q2 2026.
  • Spire Wealth Management sold 813 Microsoft shares in Q2 2026, an estimated $329K.
  • Microsoft made up 1.48% of Spire Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Spire Wealth Management first reported a position in Microsoft in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Microsoft position peaked at $110M in Q1 2024.
  • 1,994 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.