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Unified Investment Management’s Microsoft MSFT Stock Holding History

Unified Investment 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 		– Sell
-700
Closed -$259K – 149
2026
Q1 		$259K Hold
700
– – 0.26% 111
2025
Q4 		$339K Buy
+700
New +$351K 0.34% 98

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
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

Unified Investment Management's MSFT Position: Q2 2026 in Review

Unified Investment Management increased its Microsoft (MSFT) stake by 4.2% in Q2 2026, buying an estimated $78.9K and bringing the position to 4,838 shares worth $1.8M. The position accounts for 1.66% of the portfolio, ranked #14.

Unified Investment Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q3 2025. 2,583 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Unified Investment Management held 4,838 shares of Microsoft worth $1.8M as of Q2 2026.
  • Unified Investment Management bought 195 Microsoft shares in Q2 2026, an estimated $78.9K.
  • Microsoft made up 1.66% of Unified Investment Management's portfolio in Q2 2026, its #14 holding.
  • Unified Investment Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Unified Investment Management's Microsoft position peaked at $2.33M in Q3 2025.
  • 2,583 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.