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Torrey-Payne Wealth Management’s Microsoft MSFT Stock Holding History

Torrey-Payne 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 		$524K Buy
1,406
+35
+3% +$14.2K 0.43% 21
2026
Q1 		$508K Buy
1,371
+25
+2% +$10.5K 0.47% 22
2025
Q4 		$633K Buy
+1,346
New +$675K 0.57% 21

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Torrey-Payne Wealth Management's MSFT Position: Q2 2026 in Review

Torrey-Payne Wealth Management increased its Microsoft (MSFT) stake by 2.6% in Q2 2026, buying an estimated $14.2K and bringing the position to 1,406 shares worth $524K. The position accounts for 0.43% of the portfolio, ranked #21.

Torrey-Payne Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $633K in Q4 2025. 2,510 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Torrey-Payne Wealth Management held 1,406 shares of Microsoft worth $524K as of Q2 2026.
  • Torrey-Payne Wealth Management bought 35 Microsoft shares in Q2 2026, an estimated $14.2K.
  • Microsoft made up 0.43% of Torrey-Payne Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Torrey-Payne Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Torrey-Payne Wealth Management's Microsoft position peaked at $633K in Q4 2025.
  • 2,510 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Torrey-Payne Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.