Wellcome Trust’s Microsoft MSFT Stock Holding History

Wellcome Trust’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	$632M	Buy	1,695,117 +195,117	+13%	+$78.9M	7.02%	7
2026 Q1	$555M	Hold	1,500,000	–	–	6.86%	4
2025 Q4	$725M	Hold	1,500,000	–	–	7.79%	4
2025 Q3	$777M	Hold	1,500,000	–	–	8.46%	3
2025 Q2	$746M	Hold	1,500,000	–	–	8.61%	2
2025 Q1	$563M	Hold	1,500,000	–	–	7.04%	4
2024 Q4	$632M	Hold	1,500,000	–	–	7.64%	4
2024 Q3	$645M	Hold	1,500,000	–	–	7.86%	4
2024 Q2	$670M	Sell	1,500,000 -200,000	-12%	-$84.5M	8.58%	2
2024 Q1	$715M	Sell	1,700,000 -150,000	-8%	-$60.7M	8.59%	1
2023 Q4	$696M	Hold	1,850,000	–	–	8.62%	2
2023 Q3	$584M	Sell	1,850,000 -150,000	-8%	-$49.6M	7.77%	2
2023 Q2	$681M	Sell	2,000,000 -300,000	-13%	-$94M	8.97%	1
2023 Q1	$663M	Sell	2,300,000 -150,000	-6%	-$38.3M	9.25%	1
2022 Q4	$588M	Hold	2,450,000	–	–	8.69%	1
2022 Q3	$571M	Sell	2,450,000 -150,000	-6%	-$39.6M	8.94%	1
2022 Q2	$668M	Sell	2,600,000 -100,000	-4%	-$27.1M	8.71%	1
2022 Q1	$832M	Sell	2,700,000 -100,000	-4%	-$30.1M	8.7%	1
2021 Q4	$942M	Sell	2,800,000 -108,770	-4%	-$35.3M	8.94%	1
2021 Q3	$820M	Hold	2,908,770	–	–	8.11%	2
2021 Q2	$788M	Hold	2,908,770	–	–	7.51%	2
2021 Q1	$686M	Buy	2,908,770 +8,770	+0.3%	+$2.03M	7.16%	3
2020 Q4	$645M	Hold	2,900,000	–	–	6.59%	5
2020 Q3	$610M	Hold	2,900,000	–	–	8.25%	2
2020 Q2	$590M	Sell	2,900,000 -600,000	-17%	-$109M	8.97%	2
2020 Q1	$552M	Sell	3,500,000 -2,500,000	-42%	-$411M	9.87%	2
2019 Q4	$946M	Hold	6,000,000	–	–	12.67%	1
2019 Q3	$834M	Sell	6,000,000 -333,000	-5%	-$45.8M	13.2%	1
2019 Q2	$848M	Buy	6,333,000 +406	+0%	+$51.5K	13.18%	1
2019 Q1	$747M	Buy	6,332,594 +302,594	+5%	+$33M	12.09%	1
2018 Q4	$612M	Sell	6,030,000 -470,000	-7%	-$50.3M	11.6%	1
2018 Q3	$743M	Hold	6,500,000	–	–	11.75%	2
2018 Q2	$641M	Hold	6,500,000	–	–	10.28%	2
2018 Q1	$593M	Hold	6,500,000	–	–	8.92%	3
2017 Q4	$556M	Hold	6,500,000	–	–	8.41%	4
2017 Q3	$484M	Hold	6,500,000	–	–	7.73%	5
2017 Q2	$448M	Hold	6,500,000	–	–	7.63%	5
2017 Q1	$428M	Hold	6,500,000	–	–	7.7%	4
2016 Q4	$404M	Hold	6,500,000	–	–	8.07%	4
2016 Q3	$374M	Hold	6,500,000	–	–	7.82%	2
2016 Q2	$333M	Hold	6,500,000	–	–	7.57%	2
2016 Q1	$359M	Sell	6,500,000 -110,000	-2%	-$5.77M	7.95%	2
2015 Q4	$367M	Hold	6,610,000	–	–	7.31%	2
2015 Q3	$293M	Hold	6,610,000	–	–	6.47%	2
2015 Q2	$292M	Buy	6,610,000 +410,000	+7%	+$18.7M	5.91%	4
2015 Q1	$252M	Hold	6,200,000	–	–	5.41%	5
2014 Q4	$288M	Hold	6,200,000	–	–	5.94%	3
2014 Q3	$287M	Buy	6,200,000 +200,000	+3%	+$8.92M	5.96%	3
2014 Q2	$250M	Hold	6,000,000	–	–	6.03%	2
2014 Q1	$246M	Hold	6,000,000	–	–	6.05%	4
2013 Q4	$225M	Hold	6,000,000	–	–	5.95%	5
2013 Q3	$200M	Buy	6,000,000 +350,000	+6%	+$11.5M	6.58%	3
2013 Q2	$195M	Buy	+5,650,000	New	+$185M	6.9%	3

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wellcome Trust's MSFT Position: Q2 2026 in Review

Wellcome Trust increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $78.9M and bringing the position to 1,695,117 shares worth $632M. The position accounts for 7.02% of the portfolio, ranked #7.

Wellcome Trust first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $946M in Q4 2019. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Wellcome Trust held 1,695,117 shares of Microsoft worth $632M as of Q2 2026.
Wellcome Trust bought 195,117 Microsoft shares in Q2 2026, an estimated $78.9M.
Microsoft made up 7.02% of Wellcome Trust's portfolio in Q2 2026, its #7 holding.
Wellcome Trust first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
Wellcome Trust's Microsoft position peaked at $946M in Q4 2019.
1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wellcome Trust's 13F filing for Q2 2026, filed 9 Jul 2026.