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Waller Financial Planning Group’s Microsoft MSFT Stock Holding History

Waller Financial Planning Group’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 		– Sell
-200
Closed -$10.3K – 81
2026
Q1 		$10.3K Buy
+200
New +$83.7K ﹤0.01% 74
2022
Q4 		– Sell
-200
Closed -$4K – 59
2022
Q3 		$4K Buy
+200
New +$52.8K ﹤0.01% 56

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Waller Financial Planning Group's MSFT Position: Q2 2026 in Review

Waller Financial Planning Group increased its Microsoft (MSFT) stake by 18% in Q2 2026, buying an estimated $130K and bringing the position to 2,124 shares worth $792K. The position accounts for 0.16% of the portfolio, ranked #43.

Waller Financial Planning Group first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Waller Financial Planning Group held 2,124 shares of Microsoft worth $792K as of Q2 2026.
  • Waller Financial Planning Group bought 321 Microsoft shares in Q2 2026, an estimated $130K.
  • Microsoft made up 0.16% of Waller Financial Planning Group's portfolio in Q2 2026, its #43 holding.
  • Waller Financial Planning Group first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.