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The Wealth Group’s Microsoft MSFT Stock Holding History

The Wealth 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 		$930K Sell
2,494
-75
-3% -$30.3K 0.18% 43
2026
Q1 		$951K Sell
2,569
-16
-0.6% -$6.7K 0.22% 37
2025
Q4 		$1.25M Buy
2,585
+227
+10% +$114K 0.28% 34
2025
Q3 		$1.22M Buy
2,358
+72
+3% +$36.7K 0.28% 35
2025
Q2 		$1.14M Sell
2,286
-18
-0.8% -$7.82K 0.29% 34
2025
Q1 		$865K Sell
2,304
-70
-3% -$28.5K 0.25% 33
2024
Q4 		$1M Buy
2,374
+28
+1% +$11.9K 0.29% 27
2024
Q3 		$1.01M Sell
2,346
-133
-5% -$56.9K 0.29% 30
2024
Q2 		$1.11M Buy
2,479
+4
+0.2% +$1.69K 0.33% 28
2024
Q1 		$1.03M Sell
2,475
-239
-9% -$96.8K 0.32% 28
2023
Q4 		$1.1M Buy
+2,714
New +$966K 0.36% 28

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

The Wealth Group's MSFT Position: Q2 2026 in Review

The Wealth Group reduced its Microsoft (MSFT) stake by 2.9% in Q2 2026, selling an estimated $30.3K and leaving 2,494 shares worth $930K. The position accounts for 0.18% of the portfolio, ranked #43.

The Wealth Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q4 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • The Wealth Group held 2,494 shares of Microsoft worth $930K as of Q2 2026.
  • The Wealth Group sold 75 Microsoft shares in Q2 2026, an estimated $30.3K.
  • Microsoft made up 0.18% of The Wealth Group's portfolio in Q2 2026, its #43 holding.
  • The Wealth Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • The Wealth Group's Microsoft position peaked at $1.25M in Q4 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.