Strategic Investment Solutions’s Microsoft MSFT Stock Holding History

Strategic Investment Solutions’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	$1.85M	Sell	4,956 -825	-14%	-$334K	0.42%	48
2026 Q1	$2.04M	Sell	5,781 -642	-10%	-$269K	0.49%	40
2025 Q4	$3.24M	Buy	6,423 +2,068	+47%	+$1.04M	0.78%	29
2025 Q3	$2.26M	Sell	4,355 -174	-4%	-$88.8K	0.6%	41
2025 Q2	$2.18M	Buy	4,529 +290	+7%	+$126K	0.66%	39
2025 Q1	$1.59M	Sell	4,239 -198	-4%	-$80.7K	0.46%	42
2024 Q4	$1.75M	Buy	4,437 +85	+2%	+$36.2K	0.59%	35
2024 Q3	$1.87M	Sell	4,352 -1,210	-22%	-$517K	0.56%	38
2024 Q2	$1.66M	Buy	+5,562	New	+$2.35M	0.54%	38
2023 Q4	$1.78M	Sell	4,741 -99,410	-95%	-$35.4M	0.31%	48
2023 Q3	$34.4M	Buy	104,151 +102,538	+6,357%	+$33.9M	0.42%	44
2023 Q2	$536K	Sell	1,613 -2,595	-62%	-$813K	0.11%	74
2023 Q1	$1.21M	Buy	4,208 +32	+0.8%	+$8.16K	0.24%	67
2022 Q4	$1.11M	Buy	+4,176	New	+$1M	0.55%	36

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Strategic Investment Solutions's MSFT Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Microsoft (MSFT) stake by 14% in Q2 2026, selling an estimated $334K and leaving 4,956 shares worth $1.85M. The position accounts for 0.42% of the portfolio, ranked #48.

Strategic Investment Solutions first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $34.4M in Q3 2023. 2,789 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Strategic Investment Solutions held 4,956 shares of Microsoft worth $1.85M as of Q2 2026.
Strategic Investment Solutions sold 825 Microsoft shares in Q2 2026, an estimated $334K.
Microsoft made up 0.42% of Strategic Investment Solutions's portfolio in Q2 2026, its #48 holding.
Strategic Investment Solutions first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's Microsoft position peaked at $34.4M in Q3 2023.
2,789 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.