Squire Investment Management Company’s Microsoft MSFT Stock Holding History

Squire Investment Management Company’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	$477K	Buy	1,278 +444	+53%	+$180K	0.11%	58
2026 Q1	$309K	Sell	834 -45	-5%	-$18.8K	0.09%	61
2025 Q4	$425K	Buy	879 +59	+7%	+$29.6K	0.13%	57
2025 Q3	$425K	Buy	820 +52	+7%	+$26.5K	0.14%	55
2025 Q2	$382K	Buy	768 +112	+17%	+$48.6K	0.14%	55
2025 Q1	$246K	Buy	+656	New	+$267K	0.1%	62

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

Squire Investment Management Company's MSFT Position: Q2 2026 in Review

Squire Investment Management Company increased its Microsoft (MSFT) stake by 53% in Q2 2026, buying an estimated $180K and bringing the position to 1,278 shares worth $477K. The position accounts for 0.11% of the portfolio, ranked #58.

Squire Investment Management Company first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. 2,511 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Squire Investment Management Company held 1,278 shares of Microsoft worth $477K as of Q2 2026.
Squire Investment Management Company bought 444 Microsoft shares in Q2 2026, an estimated $180K.
Microsoft made up 0.11% of Squire Investment Management Company's portfolio in Q2 2026, its #58 holding.
Squire Investment Management Company first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
2,511 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.