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Traveka Wealth’s Microsoft MSFT Stock Holding History

Traveka 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 		$4.72M Buy
12,653
+177
+1% +$71.6K 1.57% 17
2026
Q1 		$4.62M Sell
12,476
-310
-2% -$130K 1.76% 17
2025
Q4 		$6.18M Sell
12,786
-136
-1% -$68.2K 2.52% 8
2025
Q3 		$6.69M Buy
12,922
+90
+0.7% +$45.9K 2.99% 6
2025
Q2 		$6.38M Sell
12,832
-1,247
-9% -$542K 3.38% 4
2025
Q1 		$5.28M Sell
14,079
-1,606
-10% -$655K 2.96% 5
2024
Q4 		$6.61M Buy
15,685
+1,171
+8% +$499K 3.65% 5
2024
Q3 		$6.25M Buy
14,514
+126
+0.9% +$53.9K 3.17% 7
2024
Q2 		$6.43M Buy
14,388
+245
+2% +$103K 3.14% 6
2024
Q1 		$5.95M Buy
14,143
+66
+0.5% +$26.7K 2.75% 7
2023
Q4 		$5.29M Buy
+14,077
New +$5.01M 2.66% 8

Other funds holding MSFT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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

Traveka Wealth's MSFT Position: Q2 2026 in Review

Traveka Wealth increased its Microsoft (MSFT) stake by 1.4% in Q2 2026, buying an estimated $71.6K and bringing the position to 12,653 shares worth $4.72M. The position accounts for 1.57% of the portfolio, ranked #17.

Traveka Wealth first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.69M in Q3 2025. 3,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Traveka Wealth held 12,653 shares of Microsoft worth $4.72M as of Q2 2026.
  • Traveka Wealth bought 177 Microsoft shares in Q2 2026, an estimated $71.6K.
  • Microsoft made up 1.57% of Traveka Wealth's portfolio in Q2 2026, its #17 holding.
  • Traveka Wealth first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Traveka Wealth's Microsoft position peaked at $6.69M in Q3 2025.
  • 3,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.