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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
2025
Q2 		– Hold
0
– -$375K – 630
2025
Q1 		– Hold
0
– – – 384
2024
Q3 		– Hold
0
– -$492K – 578
2024
Q2 		– Hold
0
– – – 308
2024
Q1 		– Hold
0
– – – 321

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

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.