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Vawter Financial’s Microsoft MSFT Stock Holding History

Vawter Financial’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 		$324K Sell
868
-3
-0.3% -$1.21K 0.12% 94
2026
Q1 		$322K Sell
871
-31
-3% -$13K 0.14% 86
2025
Q4 		$436K Sell
902
-58
-6% -$29.1K 0.18% 74
2025
Q3 		$497K Buy
+960
New +$490K 0.23% 62
2025
Q2 		– Sell
-944
Closed -$354K – 72
2025
Q1 		$354K Sell
944
-70
-7% -$28.5K 0.2% 73
2024
Q4 		$427K Buy
1,014
+55
+6% +$23.4K 0.26% 58
2024
Q3 		$413K Buy
959
+176
+22% +$75.2K 0.25% 57
2024
Q2 		$350K Buy
783
+116
+17% +$49K 0.24% 61
2024
Q1 		$281K Buy
667
+21
+3% +$8.5K 0.2% 69
2023
Q4 		$243K Buy
+646
New +$230K 0.19% 68

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

Vawter Financial's MSFT Position: Q2 2026 in Review

Vawter Financial reduced its Microsoft (MSFT) stake by 0.34% in Q2 2026, selling an estimated $1.21K and leaving 868 shares worth $324K. The position accounts for 0.12% of the portfolio, ranked #94.

Vawter Financial first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $497K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Vawter Financial held 868 shares of Microsoft worth $324K as of Q2 2026.
  • Vawter Financial sold 3 Microsoft shares in Q2 2026, an estimated $1.21K.
  • Microsoft made up 0.12% of Vawter Financial's portfolio in Q2 2026, its #94 holding.
  • Vawter Financial first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Vawter Financial's Microsoft position peaked at $497K in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.