Steele Capital Management’s Microsoft MSFT Stock Holding History

Steele Capital 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	$5.49M	Buy	14,721 +1,114	+8%	+$451K	0.2%	51
2026 Q1	$5.04M	Sell	13,607 -641	-4%	-$268K	0.21%	50
2025 Q4	$6.89M	Buy	14,248 +34	+0.2%	+$17K	0.3%	44
2025 Q3	$7.36M	Sell	14,214 -606	-4%	-$309K	0.33%	43
2025 Q2	$7.37M	Buy	14,820 +257	+2%	+$112K	0.35%	41
2025 Q1	$5.47M	Buy	14,563 +470	+3%	+$192K	0.28%	41
2024 Q4	$5.94M	Sell	14,093 -267	-2%	-$114K	0.31%	42
2024 Q3	$6.18M	Sell	14,360 -75	-0.5%	-$32.1K	0.32%	42
2024 Q2	$6.45M	Buy	14,435 +229	+2%	+$96.7K	0.36%	42
2024 Q1	$5.98M	Buy	14,206 +1,042	+8%	+$422K	0.34%	42
2023 Q4	$4.95M	Buy	+13,164	New	+$4.69M	0.32%	41

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Steele Capital Management's MSFT Position: Q2 2026 in Review

Steele Capital Management increased its Microsoft (MSFT) stake by 8.2% in Q2 2026, buying an estimated $451K and bringing the position to 14,721 shares worth $5.49M. The position accounts for 0.2% of the portfolio, ranked #51.

Steele Capital Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.37M in Q2 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Steele Capital Management held 14,721 shares of Microsoft worth $5.49M as of Q2 2026.
Steele Capital Management bought 1,114 Microsoft shares in Q2 2026, an estimated $451K.
Microsoft made up 0.2% of Steele Capital Management's portfolio in Q2 2026, its #51 holding.
Steele Capital Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Steele Capital Management's Microsoft position peaked at $7.37M in Q2 2025.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.