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Team Financial Group’s Microsoft MSFT Stock Holding History

Team 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 		– Sell
-494
Closed -$183K – 181
2026
Q1 		$183K Sell
494
-82
-14% -$34.3K 0.08% 52
2025
Q4 		$279K Buy
576
+1
+0.2% +$501 0.13% 38
2025
Q3 		$298K Hold
575
– – 0.14% 36
2025
Q2 		$286K Sell
575
-139
-19% -$60.4K 0.14% 35
2025
Q1 		$268K Buy
+714
New +$291K 0.15% 34
2024
Q1 		– Sell
-237
Closed -$89.3K – 146
2023
Q4 		$89.3K Buy
237
+32
+16% +$11.4K 0.06% 47
2023
Q3 		$64.7K Buy
+205
New +$67.7K 0.05% 55

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Team Financial Group sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 494 shares — an estimated $183K sold.

Team Financial Group first reported a position in MSFT in Q3 2023 and held it in 7 quarters. The position peaked at $298K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Team Financial Group reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 494 Microsoft shares in Q2 2026, an estimated $183K.
  • Team Financial Group first reported a position in Microsoft in Q3 2023 and held it in 7 quarters.
  • Team Financial Group's Microsoft position peaked at $298K in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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