Union Bancaire Privee’s Microsoft MSFT Stock Holding History

Union Bancaire Privee’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	$1.44B	Sell	1,013,051 -8,452	-0.8%	-$3.42M	15.76%	1
2026 Q1	$1.47B	Sell	1,021,503 -26,742	-3%	-$11.2M	20.47%	1
2025 Q4	$1.8B	Buy	1,048,245 +208,257	+25%	+$104M	21.33%	1
2025 Q3	$1.44B	Sell	839,988 -86,268	-9%	-$44M	20.45%	1
2025 Q2	$1.44B	Sell	926,256 -65,285	-7%	-$28.4M	20.93%	1
2025 Q1	$1.13B	Sell	991,541 -10,171	-1%	-$4.15M	21.82%	1
2024 Q4	$1.2B	Buy	+1,001,712	New	+$427M	20.98%	1

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Union Bancaire Privee's MSFT Position: Q2 2026 in Review

Union Bancaire Privee reduced its Microsoft (MSFT) stake by 0.83% in Q2 2026, selling an estimated $3.42M and leaving 1,013,051 shares worth $1.44B. The position accounts for 15.76% of the portfolio, ranked #1.

Union Bancaire Privee first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.8B in Q4 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Union Bancaire Privee held 1,013,051 shares of Microsoft worth $1.44B as of Q2 2026.
Union Bancaire Privee sold 8,452 Microsoft shares in Q2 2026, an estimated $3.42M.
Microsoft made up 15.76% of Union Bancaire Privee's portfolio in Q2 2026, its #1 holding.
Union Bancaire Privee first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's Microsoft position peaked at $1.8B in Q4 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.