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WinCap Financial’s Microsoft MSFT Stock Holding History

WinCap 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 		$2.47M Sell
6,630
-472
-7% -$191K 1.34% 16
2026
Q1 		$2.63M Buy
7,102
+349
+5% +$146K 1.75% 12
2025
Q4 		$3.27M Buy
6,753
+556
+9% +$279K 2.24% 10
2025
Q3 		$3.21M Buy
6,197
+226
+4% +$115K 2.22% 11
2025
Q2 		$2.97M Sell
5,971
-1,924
-24% -$836K 2.39% 10
2025
Q1 		$2.96M Buy
7,895
+563
+8% +$230K 2.81% 7
2024
Q4 		$3.09M Buy
+7,332
New +$3.12M 3.15% 6

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

WinCap Financial's MSFT Position: Q2 2026 in Review

WinCap Financial reduced its Microsoft (MSFT) stake by 6.6% in Q2 2026, selling an estimated $191K and leaving 6,630 shares worth $2.47M. The position accounts for 1.34% of the portfolio, ranked #16.

WinCap Financial first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.27M in Q4 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • WinCap Financial held 6,630 shares of Microsoft worth $2.47M as of Q2 2026.
  • WinCap Financial sold 472 Microsoft shares in Q2 2026, an estimated $191K.
  • Microsoft made up 1.34% of WinCap Financial's portfolio in Q2 2026, its #16 holding.
  • WinCap Financial first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • WinCap Financial's Microsoft position peaked at $3.27M in Q4 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.