Trust Point Inc’s Microsoft MSFT Stock Holding History

Trust Point Inc’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	$13.9M	Buy	37,329 +770	+2%	+$312K	1.18%	14
2026 Q1	$13.5M	Sell	36,559 -1,719	-4%	-$719K	1.18%	14
2025 Q4	$18.5M	Sell	38,278 -510	-1%	-$256K	1.46%	11
2025 Q3	$20.1M	Sell	38,788 -1,100	-3%	-$561K	1.62%	10
2025 Q2	$19.8M	Buy	39,888 +3,291	+9%	+$1.43M	1.87%	6
2025 Q1	$13.7M	Sell	36,597 -14,151	-28%	-$5.77M	1.25%	10
2024 Q4	$21.4M	Buy	50,748 +5,794	+13%	+$2.47M	1.48%	9
2024 Q3	$19.3M	Buy	44,954 +4	+0%	+$1.71K	1.45%	8
2024 Q2	$20.1M	Sell	44,950 -2,303	-5%	-$973K	1.61%	8
2024 Q1	$19.9M	Buy	47,253 +3,991	+9%	+$1.62M	1.56%	8
2023 Q4	$16.3M	Buy	+43,262	New	+$15.4M	1.35%	9

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

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 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 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

Trust Point Inc's MSFT Position: Q2 2026 in Review

Trust Point Inc increased its Microsoft (MSFT) stake by 2.1% in Q2 2026, buying an estimated $312K and bringing the position to 37,329 shares worth $13.9M. The position accounts for 1.18% of the portfolio, ranked #14.

Trust Point Inc first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.4M in Q4 2024. 1,314 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Trust Point Inc held 37,329 shares of Microsoft worth $13.9M as of Q2 2026.
Trust Point Inc bought 770 Microsoft shares in Q2 2026, an estimated $312K.
Microsoft made up 1.18% of Trust Point Inc's portfolio in Q2 2026, its #14 holding.
Trust Point Inc first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Trust Point Inc's Microsoft position peaked at $21.4M in Q4 2024.
1,314 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.