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United Asset Strategies’s Microsoft MSFT Stock Holding History

United Asset 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 		$48.8M Buy
130,692
+20,049
+18% +$8.11M 3.45% 5
2026
Q1 		$41M Buy
110,643
+5,523
+5% +$2.31M 3.26% 5
2025
Q4 		$50.8M Buy
105,120
+2,230
+2% +$1.12M 3.92% 5
2025
Q3 		$53.3M Sell
102,890
-2,227
-2% -$1.14M 4.27% 3
2025
Q2 		$52.3M Buy
105,117
+583
+0.6% +$253K 4.46% 2
2025
Q1 		$39.2M Buy
104,534
+3,510
+3% +$1.43M 3.64% 4
2024
Q4 		$42.6M Buy
101,024
+1,847
+2% +$787K 3.91% 4
2024
Q3 		$42.7M Buy
99,177
+6,059
+7% +$2.59M 3.97% 3
2024
Q2 		$41.6M Buy
93,118
+5,034
+6% +$2.13M 4.11% 2
2024
Q1 		$37.1M Sell
88,084
-617
-0.7% -$250K 3.7% 2
2023
Q4 		$33.4M Sell
88,701
-1,240
-1% -$441K 3.75% 2
2023
Q3 		$28.4M Buy
89,941
+677
+0.8% +$224K 3.67% 2
2023
Q2 		$30.4M Buy
89,264
+1,057
+1% +$331K 3.79% 2
2023
Q1 		$25.4M Sell
88,207
-181
-0.2% -$46.2K 3.36% 2
2022
Q4 		$21.2M Buy
88,388
+881
+1% +$211K 2.95% 2
2022
Q3 		$20.4M Buy
87,507
+1,881
+2% +$497K 3.13% 3
2022
Q2 		$22M Sell
85,626
-737
-0.9% -$200K 3.2% 2
2022
Q1 		$26.6M Sell
86,363
-5,144
-6% -$1.55M 3.39% 2
2021
Q4 		$30.8M Sell
91,507
-7,072
-7% -$2.29M 3.66% 2
2021
Q3 		$27.8M Buy
98,579
+623
+0.6% +$181K 3.58% 2
2021
Q2 		$26.5M Buy
97,956
+1,493
+2% +$379K 3.54% 2
2021
Q1 		$22.7M Buy
96,463
+4,064
+4% +$943K 3.3% 2
2020
Q4 		$20.6M Buy
92,399
+1,080
+1% +$232K 3.23% 2
2020
Q3 		$19.2M Sell
91,319
-3,569
-4% -$750K 3.53% 2
2020
Q2 		$19.3M Sell
94,888
-4,328
-4% -$786K 3.8% 2
2020
Q1 		$15.6M Buy
99,216
+14,112
+17% +$2.32M 3.88% 3
2019
Q4 		$13.4M Buy
85,104
+3,391
+4% +$498K 2.61% 4
2019
Q3 		$11.4M Buy
81,713
+1,449
+2% +$199K 2.49% 5
2019
Q2 		$10.8M Buy
80,264
+1,504
+2% +$191K 2.47% 6
2019
Q1 		$9.29M Buy
78,760
+39,591
+101% +$4.32M 2.18% 8
2018
Q4 		$3.98M Buy
39,169
+3,250
+9% +$348K 1.09% 28
2018
Q3 		$4.11M Buy
35,919
+6,714
+23% +$728K 0.97% 37
2018
Q2 		$2.88M Buy
29,205
+1,378
+5% +$134K 0.76% 48
2018
Q1 		$2.54M Buy
27,827
+192
+0.7% +$17.6K 0.75% 44
2017
Q4 		$2.36M Buy
27,635
+2,201
+9% +$181K 0.63% 48
2017
Q3 		$1.9M Buy
25,434
+4,913
+24% +$359K 1.07% 32
2017
Q2 		$1.42M Buy
20,521
+7,526
+58% +$517K 0.42% 65
2017
Q1 		$856K Sell
12,995
-606
-4% -$38.8K 0.26% 81
2016
Q4 		$845K Sell
13,601
-460
-3% -$27.7K 0.28% 79
2016
Q3 		$810K Sell
14,061
-164
-1% -$9.26K 0.28% 75
2016
Q2 		$728K Buy
14,225
+2,661
+23% +$138K 0.27% 78
2016
Q1 		$639K Sell
11,564
-217
-2% -$11.4K 0.29% 73
2015
Q4 		$654K Buy
11,781
+3,785
+47% +$199K 0.28% 78
2015
Q3 		$354K Sell
7,996
-1,909
-19% -$85.7K 0.16% 93
2015
Q2 		$437K Buy
+9,905
New +$452K 0.2% 88
2015
Q1 		– Sell
-9,707
Closed -$451K – 126
2014
Q4 		$451K Buy
9,707
+200
+2% +$9.39K 0.19% 90
2014
Q3 		$441K Sell
9,507
-117
-1% -$5.22K 0.2% 87
2014
Q2 		$401K Buy
9,624
+645
+7% +$26.1K 0.19% 85
2014
Q1 		$368K Buy
+8,979
New +$337K 0.21% 77

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

United Asset Strategies's MSFT Position: Q2 2026 in Review

United Asset Strategies increased its Microsoft (MSFT) stake by 18% in Q2 2026, buying an estimated $8.11M and bringing the position to 130,692 shares worth $48.8M. The position accounts for 3.45% of the portfolio, ranked #5.

United Asset Strategies first reported a position in MSFT in Q1 2014 and has held it in 49 quarters since. The position peaked at $53.3M in Q3 2025. 1,898 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • United Asset Strategies held 130,692 shares of Microsoft worth $48.8M as of Q2 2026.
  • United Asset Strategies bought 20,049 Microsoft shares in Q2 2026, an estimated $8.11M.
  • Microsoft made up 3.45% of United Asset Strategies's portfolio in Q2 2026, its #5 holding.
  • United Asset Strategies first reported a position in Microsoft in Q1 2014 and has held it in 49 quarters since.
  • United Asset Strategies's Microsoft position peaked at $53.3M in Q3 2025.
  • 1,898 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.