Triad Investment Management’s Microsoft MSFT Stock Holding History

Triad Investment 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	$2.47M	Buy	6,635 +5,496	+483%	+$2.22M	2.73%	16
2026 Q1	$422K	Hold	1,139	–	–	0.5%	32
2025 Q4	$551K	Buy	+1,139	New	+$571K	0.56%	32
2024 Q1	$685K	Hold	1,628	–	–	0.83%	29
2023 Q4	$612K	Buy	1,628 +128	+9%	+$45.6K	0.8%	30
2023 Q3	$474K	Hold	1,500	–	–	0.69%	32
2023 Q2	$511K	Hold	1,500	–	–	0.71%	35
2023 Q1	$432K	Hold	1,500	–	–	0.63%	36
2022 Q4	$360K	Hold	1,500	–	–	0.56%	37
2022 Q3	$349K	Hold	1,500	–	–	0.61%	37
2022 Q2	$385K	Hold	1,500	–	–	0.57%	40
2022 Q1	$462K	Hold	1,500	–	–	0.44%	43
2021 Q4	$504K	Buy	+1,500	New	+$486K	0.46%	42
2020 Q4	$378K	Sell	1,700 -500	-23%	-$108K	0.42%	38
2020 Q3	$463K	Hold	2,200	–	–	0.66%	34
2020 Q2	$448K	Hold	2,200	–	–	0.61%	36
2020 Q1	$347K	Hold	2,200	–	–	0.6%	34
2019 Q4	$347K	Hold	2,200	–	–	0.34%	40
2019 Q3	$306K	Hold	2,200	–	–	0.33%	42
2019 Q2	$295K	Hold	2,200	–	–	0.31%	40
2019 Q1	$259K	Buy	2,200 +200	+10%	+$21.8K	0.26%	46
2018 Q4	$203K	Buy	+2,000	New	+$214K	0.27%	50

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Triad Investment Management's MSFT Position: Q2 2026 in Review

Triad Investment Management increased its Microsoft (MSFT) stake by 483% in Q2 2026, buying an estimated $2.22M and bringing the position to 6,635 shares worth $2.47M. The position accounts for 2.73% of the portfolio, ranked #16.

Triad Investment Management first reported a position in MSFT in Q4 2018 and has held it in 22 quarters since. 2,372 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Triad Investment Management held 6,635 shares of Microsoft worth $2.47M as of Q2 2026.
Triad Investment Management bought 5,496 Microsoft shares in Q2 2026, an estimated $2.22M.
Microsoft made up 2.73% of Triad Investment Management's portfolio in Q2 2026, its #16 holding.
Triad Investment Management first reported a position in Microsoft in Q4 2018 and has held it in 22 quarters since.
2,372 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.