StoneCrest Wealth Management’s Microsoft MSFT Stock Holding History

StoneCrest 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	$5.39M	Buy	14,457 +681	+5%	+$276K	1.72%	23
2026 Q1	$5.1M	Buy	13,776 +209	+2%	+$87.5K	2.16%	18
2025 Q4	$6.56M	Buy	13,567 +415	+3%	+$208K	2.65%	13
2025 Q3	$6.81M	Buy	13,152 +6	+0%	+$3.06K	2.98%	9
2025 Q2	$6.54M	Sell	13,146 -237	-2%	-$103K	3.12%	8
2025 Q1	$5.02M	Sell	13,383 -31	-0.2%	-$12.6K	3.19%	9
2024 Q4	$5.65M	Buy	13,414 +182	+1%	+$77.5K	3.69%	8
2024 Q3	$5.69M	Buy	13,232 +213	+2%	+$91K	4.14%	5
2024 Q2	$5.82M	Buy	13,019 +1,710	+15%	+$722K	4.44%	5
2024 Q1	$4.76M	Sell	11,309 -205	-2%	-$83K	4.11%	8
2023 Q4	$4.33M	Buy	+11,514	New	+$4.1M	4.15%	8

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

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

StoneCrest Wealth Management increased its Microsoft (MSFT) stake by 4.9% in Q2 2026, buying an estimated $276K and bringing the position to 14,457 shares worth $5.39M. The position accounts for 1.72% of the portfolio, ranked #23.

StoneCrest Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.81M in Q3 2025. 3,082 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

StoneCrest Wealth Management held 14,457 shares of Microsoft worth $5.39M as of Q2 2026.
StoneCrest Wealth Management bought 681 Microsoft shares in Q2 2026, an estimated $276K.
Microsoft made up 1.72% of StoneCrest Wealth Management's portfolio in Q2 2026, its #23 holding.
StoneCrest Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
StoneCrest Wealth Management's Microsoft position peaked at $6.81M in Q3 2025.
3,082 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.