Union Savings Bank’s Microsoft MSFT Stock Holding History

Union Savings Bank’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	$6.01M	Sell	16,107 -213	-1%	-$86.2K	2.41%	6
2026 Q1	$6.04M	Buy	16,320 +4	+0%	+$1.67K	2.65%	6
2025 Q4	$7.89M	Buy	+16,316	New	+$8.18M	3.42%	5
2025 Q2	$8.77M	Sell	16,434 -271	-2%	-$118K	4.03%	5
2025 Q1	$6.27M	Buy	16,705 +234	+1%	+$95.4K	3.06%	5
2024 Q4	$6.94M	Sell	16,471 -609	-4%	-$259K	3.41%	5
2024 Q3	$7.35M	Sell	17,080 -88	-0.5%	-$37.6K	3.6%	5
2024 Q2	$7.67M	Sell	17,168 -601	-3%	-$254K	4.03%	5
2024 Q1	$7.48M	Buy	17,769 +74	+0.4%	+$30K	3.91%	5
2023 Q4	$6.65M	Sell	17,695 -759	-4%	-$270K	3.77%	6
2023 Q3	$5.83M	Buy	18,454 +381	+2%	+$126K	3.63%	5
2023 Q2	$6.07M	Buy	+18,073	New	+$5.66M	3.62%	5

Other funds holding MSFT

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Union Savings Bank's MSFT Position: Q2 2026 in Review

Union Savings Bank reduced its Microsoft (MSFT) stake by 1.3% in Q2 2026, selling an estimated $86.2K and leaving 16,107 shares worth $6.01M. The position accounts for 2.41% of the portfolio, ranked #6.

Union Savings Bank first reported a position in MSFT in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.77M in Q2 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Union Savings Bank held 16,107 shares of Microsoft worth $6.01M as of Q2 2026.
Union Savings Bank sold 213 Microsoft shares in Q2 2026, an estimated $86.2K.
Microsoft made up 2.41% of Union Savings Bank's portfolio in Q2 2026, its #6 holding.
Union Savings Bank first reported a position in Microsoft in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Microsoft position peaked at $8.77M in Q2 2025.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.