White Wing Wealth Management’s Microsoft MSFT Stock Holding History

White Wing 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	$444K	Buy	1,189 +38	+3%	+$15.4K	0.23%	31
2026 Q1	$426K	Buy	1,151 +50	+5%	+$20.9K	0.26%	28
2025 Q4	$532K	Buy	1,101 +59	+6%	+$29.6K	0.32%	24
2025 Q3	$541K	Buy	1,042 +106	+11%	+$54.1K	0.34%	20
2025 Q2	$465K	Buy	936 +80	+9%	+$34.7K	0.32%	21
2025 Q1	$315K	Buy	856 +144	+20%	+$58.7K	0.25%	22
2024 Q4	$300K	Buy	712 +72	+11%	+$30.7K	0.22%	21
2024 Q3	$275K	Buy	640 +31	+5%	+$13.3K	0.21%	23
2024 Q2	$272K	Buy	609 +53	+10%	+$22.4K	0.22%	27
2024 Q1	$236K	Buy	556 +20	+4%	+$8.1K	0.2%	29
2023 Q4	$201K	Buy	+536	New	+$191K	0.18%	24

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

White Wing Wealth Management's MSFT Position: Q2 2026 in Review

White Wing Wealth Management increased its Microsoft (MSFT) stake by 3.3% in Q2 2026, buying an estimated $15.4K and bringing the position to 1,189 shares worth $444K. The position accounts for 0.23% of the portfolio, ranked #31.

White Wing Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $541K in Q3 2025. 2,387 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

White Wing Wealth Management held 1,189 shares of Microsoft worth $444K as of Q2 2026.
White Wing Wealth Management bought 38 Microsoft shares in Q2 2026, an estimated $15.4K.
Microsoft made up 0.23% of White Wing Wealth Management's portfolio in Q2 2026, its #31 holding.
White Wing Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
White Wing Wealth Management's Microsoft position peaked at $541K in Q3 2025.
2,387 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on White Wing Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.