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Unique Wealth Strategies’s Microsoft MSFT Stock Holding History

Unique Wealth Strategies’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 		$4.15M Buy
11,138
+210
+2% +$85K 1.51% 14
2026
Q1 		$4.05M Sell
10,928
-175
-2% -$73.2K 1.64% 11
2025
Q4 		$5.37M Buy
11,103
+1,384
+14% +$694K 2.09% 9
2025
Q3 		$5.03M Sell
9,719
-2,030
-17% -$1.04M 1.95% 9
2025
Q2 		$5.84M Sell
11,749
-166
-1% -$72.1K 2.43% 7
2025
Q1 		$4.47M Buy
11,915
+411
+4% +$168K 2.03% 9
2024
Q4 		$4.85M Buy
11,504
+320
+3% +$136K 2.11% 9
2024
Q3 		$4.81M Buy
11,184
+1,788
+19% +$764K 2.03% 8
2024
Q2 		$3.95M Hold
9,396
– – 1.85% 8
2024
Q1 		$3.95M Sell
9,396
-287
-3% -$116K 1.94% 8
2023
Q4 		$3.64M Buy
+9,683
New +$3.45M 2.43% 5

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Unique Wealth Strategies's MSFT Position: Q2 2026 in Review

Unique Wealth Strategies increased its Microsoft (MSFT) stake by 1.9% in Q2 2026, buying an estimated $85K and bringing the position to 11,138 shares worth $4.15M. The position accounts for 1.51% of the portfolio, ranked #14.

Unique Wealth Strategies first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.84M in Q2 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Unique Wealth Strategies held 11,138 shares of Microsoft worth $4.15M as of Q2 2026.
  • Unique Wealth Strategies bought 210 Microsoft shares in Q2 2026, an estimated $85K.
  • Microsoft made up 1.51% of Unique Wealth Strategies's portfolio in Q2 2026, its #14 holding.
  • Unique Wealth Strategies first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Unique Wealth Strategies's Microsoft position peaked at $5.84M in Q2 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.