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Wealth Group’s Microsoft MSFT Stock Holding History

Wealth 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 		$15.9M Buy
42,602
+32,096
+306% +$13M 3.97% 7
2026
Q1 		$3.89M Buy
10,506
+351
+3% +$147K 3.63% 7
2025
Q4 		$4.91M Buy
+10,155
New +$5.09M 4.79% 5
2025
Q2 		$6.72M Sell
13,508
-7,089
-34% -$3.08M 6.67% 2
2025
Q1 		$7.73M Buy
20,597
+426
+2% +$174K 5.01% 2
2024
Q4 		$8.5M Buy
20,171
+195
+1% +$83.1K 5.5% 2
2024
Q3 		$8.6M Buy
19,976
+287
+1% +$123K 5.77% 2
2024
Q2 		$8.8M Sell
19,689
-22
-0.1% -$9.29K 6.31% 2
2024
Q1 		$8.29M Buy
+19,711
New +$7.98M 6.26% 2

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

Wealth Group's MSFT Position: Q2 2026 in Review

Wealth Group increased its Microsoft (MSFT) stake by 306% in Q2 2026, buying an estimated $13M and bringing the position to 42,602 shares worth $15.9M. The position accounts for 3.97% of the portfolio, ranked #7.

Wealth Group first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wealth Group held 42,602 shares of Microsoft worth $15.9M as of Q2 2026.
  • Wealth Group bought 32,096 Microsoft shares in Q2 2026, an estimated $13M.
  • Microsoft made up 3.97% of Wealth Group's portfolio in Q2 2026, its #7 holding.
  • Wealth Group first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.