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Stonebridge Wealth Management’s Microsoft MSFT Stock Holding History

Stonebridge Wealth 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 		$391K Sell
1,048
-5
-0.5% -$2.02K 0.35% 28
2026
Q1 		$390K Buy
1,053
+5
+0.5% +$2.09K 0.37% 28
2025
Q4 		$507K Hold
1,048
– – 0.48% 28
2025
Q3 		$543K Buy
1,048
+7
+0.7% +$3.57K 0.47% 27
2025
Q2 		$518K Buy
+1,041
New +$452K 0.49% 27

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

Stonebridge Wealth Management's MSFT Position: Q2 2026 in Review

Stonebridge Wealth Management reduced its Microsoft (MSFT) stake by 0.47% in Q2 2026, selling an estimated $2.02K and leaving 1,048 shares worth $391K. The position accounts for 0.35% of the portfolio, ranked #28.

Stonebridge Wealth Management first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $543K in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Stonebridge Wealth Management held 1,048 shares of Microsoft worth $391K as of Q2 2026.
  • Stonebridge Wealth Management sold 5 Microsoft shares in Q2 2026, an estimated $2.02K.
  • Microsoft made up 0.35% of Stonebridge Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Stonebridge Wealth Management first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • Stonebridge Wealth Management's Microsoft position peaked at $543K in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.