Stewardship Advisors’s Microsoft MSFT Stock Holding History

Stewardship Advisors’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	$1.3M	Buy	3,486 +240	+7%	+$97.1K	0.27%	50
2026 Q1	$1.2M	Buy	3,246 +219	+7%	+$91.6K	0.28%	50
2025 Q4	$1.46M	Buy	3,027 +493	+19%	+$247K	0.34%	43
2025 Q3	$1.31M	Buy	2,534 +80	+3%	+$40.8K	0.31%	46
2025 Q2	$1.22M	Sell	2,454 -262	-10%	-$114K	0.31%	44
2025 Q1	$1.02M	Buy	2,716 +281	+12%	+$115K	0.28%	43
2024 Q4	$1.03M	Buy	2,435 +434	+22%	+$185K	0.28%	47
2024 Q3	$861K	Buy	2,001 +1,197	+149%	+$512K	0.24%	52
2024 Q2	$359K	Buy	804 +11	+1%	+$4.65K	0.12%	55
2024 Q1	$334K	Buy	793 +174	+28%	+$70.4K	0.11%	54
2023 Q4	$233K	Sell	619 -64	-9%	-$22.8K	0.08%	41
2023 Q3	$216K	Buy	+683	New	+$226K	0.08%	42

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

Stewardship Advisors's MSFT Position: Q2 2026 in Review

Stewardship Advisors increased its Microsoft (MSFT) stake by 7.4% in Q2 2026, buying an estimated $97.1K and bringing the position to 3,486 shares worth $1.3M. The position accounts for 0.27% of the portfolio, ranked #50.

Stewardship Advisors first reported a position in MSFT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.46M in Q4 2025. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Stewardship Advisors held 3,486 shares of Microsoft worth $1.3M as of Q2 2026.
Stewardship Advisors bought 240 Microsoft shares in Q2 2026, an estimated $97.1K.
Microsoft made up 0.27% of Stewardship Advisors's portfolio in Q2 2026, its #50 holding.
Stewardship Advisors first reported a position in Microsoft in Q3 2023 and has held it in 12 quarters since.
Stewardship Advisors's Microsoft position peaked at $1.46M in Q4 2025.
2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.