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Urban Wealth Management’s Microsoft MSFT Stock Holding History

Urban Wealth 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 		$1.33M Sell
3,556
-943
-21% -$382K 1.16% 18
2026
Q1 		$1.67M Sell
4,499
-3,893
-46% -$1.63M 1.71% 16
2025
Q4 		$4.06M Buy
+8,392
New +$4.21M 3.77% 7
2020
Q4 		$2.03M Buy
+9,127
New +$1.96M 1.69% 13

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Urban Wealth Management's MSFT Position: Q2 2026 in Review

Urban Wealth Management reduced its Microsoft (MSFT) stake by 21% in Q2 2026, selling an estimated $382K and leaving 3,556 shares worth $1.33M. The position accounts for 1.16% of the portfolio, ranked #18.

Urban Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 4 quarters since. The position peaked at $4.06M in Q4 2025. 2,711 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Urban Wealth Management held 3,556 shares of Microsoft worth $1.33M as of Q2 2026.
  • Urban Wealth Management sold 943 Microsoft shares in Q2 2026, an estimated $382K.
  • Microsoft made up 1.16% of Urban Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Urban Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 4 quarters since.
  • Urban Wealth Management's Microsoft position peaked at $4.06M in Q4 2025.
  • 2,711 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.