USA FINANCIAL FORMULAS’s Microsoft MSFT Stock Holding History

USA FINANCIAL FORMULAS’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	$89.5K	Buy	+240	New	+$97.1K	0.02%	197

Other funds holding MSFT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

USA FINANCIAL FORMULAS's MSFT Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Microsoft (MSFT) in Q2 2026: 240 shares worth $89.5K. The stake represents 0.02% of the portfolio and ranks #197 among its holdings.

3,573 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

USA FINANCIAL FORMULAS held 240 shares of Microsoft worth $89.5K as of Q2 2026.
Microsoft was a new USA FINANCIAL FORMULAS position in Q2 2026.
Microsoft made up 0.02% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #197 holding.
3,573 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.