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TradeWell Securities’s Microsoft MSFT Stock Holding History

TradeWell Securities’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 		$4.1M Buy
10,981
+827
+8% +$335K 1.46% 14
2026
Q1 		$3.73M Buy
10,154
+2,504
+33% +$1.05M 1.57% 13
2025
Q4 		$3.7M Buy
7,650
+333
+5% +$167K 1.44% 16
2025
Q3 		$3.8M Buy
7,317
+349
+5% +$178K 1.6% 13
2025
Q2 		$3.47M Buy
6,968
+359
+5% +$156K 1.66% 13
2025
Q1 		$2.48M Buy
6,609
+896
+16% +$365K 1.37% 12
2024
Q4 		$2.41M Buy
+5,713
New +$2.43M 1.25% 12

Other funds holding MSFT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

TradeWell Securities's MSFT Position: Q2 2026 in Review

TradeWell Securities increased its Microsoft (MSFT) stake by 8.1% in Q2 2026, buying an estimated $335K and bringing the position to 10,981 shares worth $4.1M. The position accounts for 1.46% of the portfolio, ranked #14.

TradeWell Securities first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 3,095 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • TradeWell Securities held 10,981 shares of Microsoft worth $4.1M as of Q2 2026.
  • TradeWell Securities bought 827 Microsoft shares in Q2 2026, an estimated $335K.
  • Microsoft made up 1.46% of TradeWell Securities's portfolio in Q2 2026, its #14 holding.
  • TradeWell Securities first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 3,095 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.