SteelPeak Wealth’s Microsoft MSFT Stock Holding History

SteelPeak Wealth’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	–	Hold	0	–	–	–	254
2026 Q1	–	Hold	0	–	–	–	98
2025 Q4	–	Hold	0	–	–	–	510
2025 Q3	–	Hold	0	–	–	–	557
2025 Q2	–	Hold	0	–	–	–	506
2025 Q1	–	Hold	0	–	–	–	441
2024 Q4	–	Hold	0	–	–	–	509
2024 Q3	–	Hold	0	–	–	–	471
2024 Q2	–	Hold	0	–	–	–	142
2024 Q1	–	Hold	0	–	–	–	147
2023 Q4	–	Hold	0	–	–	–	119
2023 Q3	–	Hold	0	–	–	–	406
2023 Q2	–	Hold	0	–	–	–	203
2023 Q1	–	Hold	0	–	–	–	324
2022 Q4	–	Hold	0	–	-$349K	–	461
2022 Q3	–	Hold	0	–	–	–	301
2022 Q2	–	Sell	-15,300	Closed	-$4.15M	–	287
2022 Q1	$4.72M	Buy	15,300 +4,800	+46%	+$1.44M	0.27%	78
2021 Q4	$3.53M	Buy	10,500 +6,000	+133%	+$1.95M	0.2%	92
2021 Q3	$1.27M	Sell	4,500 -38,600	-90%	-$11.2M	0.08%	144
2021 Q2	$11.7M	Buy	43,100 +20,400	+90%	+$5.19M	0.82%	32
2021 Q1	$5.35M	Buy	+22,700	New	+$5.27M	0.42%	64
2020 Q4	–	Sell	-800	Closed	-$168K	–	352
2020 Q3	$168K	Hold	800	–	–	0.02%	260
2020 Q2	$163K	Buy	800 +600	+300%	+$109K	0.02%	234
2020 Q1	$32K	Buy	+200	New	+$32.9K	0.01%	235

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

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 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 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

SteelPeak Wealth's MSFT Position: Q2 2026 in Review

SteelPeak Wealth increased its Microsoft (MSFT) stake by 9.7% in Q2 2026, buying an estimated $6.99M and bringing the position to 195,044 shares worth $72.8M. The position accounts for 1.88% of the portfolio, ranked #11.

SteelPeak Wealth first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $83.8M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

SteelPeak Wealth held 195,044 shares of Microsoft worth $72.8M as of Q2 2026.
SteelPeak Wealth bought 17,270 Microsoft shares in Q2 2026, an estimated $6.99M.
Microsoft made up 1.88% of SteelPeak Wealth's portfolio in Q2 2026, its #11 holding.
SteelPeak Wealth first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
SteelPeak Wealth's Microsoft position peaked at $83.8M in Q3 2025.
1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.