Tumwater Wealth Management’s Microsoft MSFT Stock Holding History

Tumwater Wealth 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	$891K	Hold	2,389	–	–	0.32%	15
2026 Q1	$884K	Sell	2,389 -36	-1%	-$15.1K	0.36%	15
2025 Q4	$1.17M	Sell	2,425 -142	-6%	-$71.2K	0.48%	12
2025 Q3	$1.33M	Sell	2,567 -222	-8%	-$113K	0.59%	10
2025 Q2	$1.39M	Sell	2,789 -36	-1%	-$15.6K	0.64%	10
2025 Q1	$1.06M	Sell	2,825 -99	-3%	-$40.4K	0.55%	11
2024 Q4	$1.23M	Buy	+2,924	New	+$1.25M	0.65%	11

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Tumwater Wealth Management's MSFT Position: Q2 2026 in Review

Tumwater Wealth Management held its Microsoft (MSFT) position steady in Q2 2026 at 2,389 shares worth $891K. The position accounts for 0.32% of the portfolio, ranked #15.

Tumwater Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q2 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Tumwater Wealth Management held 2,389 shares of Microsoft worth $891K as of Q2 2026.
Tumwater Wealth Management left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.32% of Tumwater Wealth Management's portfolio in Q2 2026, its #15 holding.
Tumwater Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Tumwater Wealth Management's Microsoft position peaked at $1.39M in Q2 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.