Taylor Financial Group’s Microsoft MSFT Stock Holding History

Taylor Financial Group’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	$2.78M	Buy	7,449 +7	+0.1%	+$2.83K	1.53%	16
2026 Q1	$2.75M	Sell	7,442 -38	-0.5%	-$15.9K	1.67%	16
2025 Q4	$3.62M	Sell	7,480 -117	-2%	-$58.6K	2.13%	11
2025 Q3	$3.93M	Hold	7,597	–	–	2.26%	7
2025 Q2	$3.78M	Sell	7,597 -70	-0.9%	-$30.4K	2.36%	7
2025 Q1	$2.88M	Buy	7,667 +468	+7%	+$191K	2%	11
2024 Q4	$3.03M	Hold	7,199	–	–	2.1%	8
2024 Q3	$3.1M	Hold	7,199	–	–	2.14%	8
2024 Q2	$3.22M	Sell	7,199 -85	-1%	-$35.9K	2.47%	6
2024 Q1	$3.06M	Hold	7,284	–	–	2.33%	7
2023 Q4	$2.74M	Buy	+7,284	New	+$2.59M	2.25%	7

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Taylor Financial Group's MSFT Position: Q2 2026 in Review

Taylor Financial Group increased its Microsoft (MSFT) stake by 0.09% in Q2 2026, buying an estimated $2.83K and bringing the position to 7,449 shares worth $2.78M. The position accounts for 1.53% of the portfolio, ranked #16.

Taylor Financial Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.93M in Q3 2025. 2,143 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Taylor Financial Group held 7,449 shares of Microsoft worth $2.78M as of Q2 2026.
Taylor Financial Group bought 7 Microsoft shares in Q2 2026, an estimated $2.83K.
Microsoft made up 1.53% of Taylor Financial Group's portfolio in Q2 2026, its #16 holding.
Taylor Financial Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Taylor Financial Group's Microsoft position peaked at $3.93M in Q3 2025.
2,143 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.