TWD
MSFT icon

True Wealth Design’s Microsoft MSFT Stock Holding History

True Wealth Design’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 		$897K Buy
2,405
+480
+25% +$194K 0.21% 27
2026
Q1 		$713K Buy
1,925
+587
+44% +$246K 0.2% 28
2025
Q4 		$647K Sell
1,338
-163
-11% -$81.7K 0.19% 26
2025
Q3 		$777K Buy
1,501
+392
+35% +$200K 0.24% 23
2025
Q2 		$551K Buy
1,109
+143
+15% +$62.1K 0.19% 24
2025
Q1 		$363K Buy
966
+337
+54% +$137K 0.14% 20
2024
Q4 		$265K Buy
629
+81
+15% +$34.5K 0.1% 25
2024
Q3 		$236K Sell
548
-744
-58% -$318K 0.09% 29
2024
Q2 		$578K Buy
1,292
+44
+4% +$18.6K 0.14% 102
2024
Q1 		$525K Sell
1,248
-102
-8% -$41.3K 0.13% 107
2023
Q4 		$508K Buy
1,350
+358
+36% +$127K 0.14% 106
2023
Q3 		$313K Buy
992
+1
+0.1% +$330 0.1% 109
2023
Q2 		$338K Sell
991
-2,373
-71% -$744K 0.12% 107
2023
Q1 		$970K Buy
3,364
+146
+5% +$37.2K 0.41% 29
2022
Q4 		$772K Buy
+3,218
New +$772K 0.36% 62

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

True Wealth Design's MSFT Position: Q2 2026 in Review

True Wealth Design increased its Microsoft (MSFT) stake by 25% in Q2 2026, buying an estimated $194K and bringing the position to 2,405 shares worth $897K. The position accounts for 0.21% of the portfolio, ranked #27.

True Wealth Design first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $970K in Q1 2023. 1,211 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • True Wealth Design held 2,405 shares of Microsoft worth $897K as of Q2 2026.
  • True Wealth Design bought 480 Microsoft shares in Q2 2026, an estimated $194K.
  • Microsoft made up 0.21% of True Wealth Design's portfolio in Q2 2026, its #27 holding.
  • True Wealth Design first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Microsoft position peaked at $970K in Q1 2023.
  • 1,211 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.