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Towerpoint Wealth’s Microsoft MSFT Stock Holding History

Towerpoint Wealth’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 		$1.44M Buy
3,858
+173
+5% +$70K 0.5% 38
2026
Q1 		$1.36M Sell
3,685
-127
-3% -$53.1K 0.55% 35
2025
Q4 		$1.84M Sell
3,812
-137
-3% -$68.7K 0.73% 29
2025
Q3 		$2.05M Sell
3,949
-35
-0.9% -$17.9K 0.84% 26
2025
Q2 		$1.98M Sell
3,984
-71
-2% -$30.8K 0.88% 24
2025
Q1 		$1.52M Sell
4,055
-432
-10% -$176K 0.75% 28
2024
Q4 		$1.89M Sell
4,487
-4,529
-50% -$1.93M 0.93% 23
2024
Q3 		$3.88M Sell
9,016
-65
-0.7% -$27.8K 1.84% 15
2024
Q2 		$4.06M Buy
9,081
+555
+7% +$234K 2.03% 15
2024
Q1 		$3.59M Buy
8,526
+178
+2% +$72.1K 1.8% 14
2023
Q4 		$3.14M Sell
8,348
-35
-0.4% -$12.5K 1.71% 16
2023
Q3 		$2.65M Buy
8,383
+18
+0.2% +$5.95K 1.57% 17
2023
Q2 		$2.85M Buy
8,365
+4,938
+144% +$1.55M 1.61% 17
2023
Q1 		$988K Buy
3,427
+287
+9% +$73.2K 0.57% 31
2022
Q4 		$753K Sell
3,140
-307
-9% -$73.7K 0.43% 40
2022
Q3 		$803K Buy
3,447
+52
+2% +$13.7K 0.48% 37
2022
Q2 		$872K Sell
3,395
-470
-12% -$128K 0.52% 38
2022
Q1 		$1.19M Buy
3,865
+363
+10% +$109K 0.59% 35
2021
Q4 		$1.18M Sell
3,502
-193
-5% -$62.6K 0.56% 33
2021
Q3 		$1.04M Sell
3,695
-152
-4% -$44.2K 0.52% 31
2021
Q2 		$1.04M Buy
3,847
+237
+7% +$60.2K 0.52% 32
2021
Q1 		$851K Buy
3,610
+19
+0.5% +$4.41K 0.41% 35
2020
Q4 		$799K Buy
3,591
+55
+2% +$11.8K 0.4% 32
2020
Q3 		$744K Buy
3,536
+120
+4% +$25.2K 0.41% 30
2020
Q2 		$695K Buy
3,416
+1,387
+68% +$252K 0.43% 30
2020
Q1 		$320K Buy
2,029
+93
+5% +$15.3K 0.25% 39
2019
Q4 		$305K Buy
1,936
+153
+9% +$22.5K 0.2% 43
2019
Q3 		$248K Hold
1,783
– – 0.17% 45
2019
Q2 		$243K Sell
1,783
-565
-24% -$71.7K 0.17% 46
2019
Q1 		$277K Hold
2,348
– – 0.19% 44
2018
Q4 		$238K Buy
2,348
+450
+24% +$48.2K 0.19% 39
2018
Q3 		$217K Buy
+1,898
New +$206K 0.18% 31

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

Towerpoint Wealth's MSFT Position: Q2 2026 in Review

Towerpoint Wealth increased its Microsoft (MSFT) stake by 4.7% in Q2 2026, buying an estimated $70K and bringing the position to 3,858 shares worth $1.44M. The position accounts for 0.5% of the portfolio, ranked #38.

Towerpoint Wealth first reported a position in MSFT in Q3 2018 and has held it in 32 quarters since. The position peaked at $4.06M in Q2 2024. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Towerpoint Wealth held 3,858 shares of Microsoft worth $1.44M as of Q2 2026.
  • Towerpoint Wealth bought 173 Microsoft shares in Q2 2026, an estimated $70K.
  • Microsoft made up 0.5% of Towerpoint Wealth's portfolio in Q2 2026, its #38 holding.
  • Towerpoint Wealth first reported a position in Microsoft in Q3 2018 and has held it in 32 quarters since.
  • Towerpoint Wealth's Microsoft position peaked at $4.06M in Q2 2024.
  • 2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.