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Udine Wealth Management’s Microsoft MSFT Stock Holding History

Udine 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 		$18.4M Buy
49,241
+2,087
+4% +$844K 7.56% 4
2026
Q1 		$17.5M Buy
47,154
+4,653
+11% +$1.95M 8.53% 4
2025
Q4 		$20.6M Buy
42,501
+1,528
+4% +$766K 9.71% 3
2025
Q3 		$21.2M Buy
40,973
+862
+2% +$440K 10.18% 2
2025
Q2 		$20M Buy
40,111
+170
+0.4% +$73.8K 10.53% 3
2025
Q1 		$15M Buy
39,941
+1,926
+5% +$785K 10.03% 2
2024
Q4 		$16M Buy
38,015
+1,354
+4% +$577K 10.29% 3
2024
Q3 		$15.8M Buy
36,661
+690
+2% +$295K 11.13% 3
2024
Q2 		$16.1M Sell
35,971
-80
-0.2% -$33.8K 11.2% 3
2024
Q1 		$15.2M Sell
36,051
-4,327
-11% -$1.75M 10.46% 2
2023
Q4 		$15.2M Sell
40,378
-265
-0.7% -$94.3K 12.09% 3
2023
Q3 		$12.8M Buy
40,643
+2,469
+6% +$816K 12.41% 3
2023
Q2 		$13M Sell
38,174
-192
-0.5% -$60.2K 12.35% 3
2023
Q1 		$11.1M Buy
38,366
+2,173
+6% +$554K 17.07% 2
2022
Q4 		$8.68M Buy
36,193
+16
+0% +$3.84K 10.68% 4
2022
Q3 		$8.43M Buy
36,177
+2,577
+8% +$680K 13.31% 3
2022
Q2 		$8.63M Buy
33,600
+1,380
+4% +$375K 15.63% 3
2022
Q1 		$9.93M Buy
32,220
+7,010
+28% +$2.11M 10.83% 3
2021
Q4 		$8.48M Buy
+25,210
New +$8.17M 8.75% 4

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Udine Wealth Management increased its Microsoft (MSFT) stake by 4.4% in Q2 2026, buying an estimated $844K and bringing the position to 49,241 shares worth $18.4M. The position accounts for 7.56% of the portfolio, ranked #4.

Udine Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.2M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Udine Wealth Management held 49,241 shares of Microsoft worth $18.4M as of Q2 2026.
  • Udine Wealth Management bought 2,087 Microsoft shares in Q2 2026, an estimated $844K.
  • Microsoft made up 7.56% of Udine Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Udine Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Udine Wealth Management's Microsoft position peaked at $21.2M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Udine Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.