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Wolff Financial Management’s Microsoft MSFT Stock Holding History

Wolff Financial 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 		$2.91M Buy
7,792
+1,299
+20% +$526K 0.58% 22
2026
Q1 		$2.4M Buy
6,493
+1
+0% +$418 0.53% 23
2025
Q4 		$3.14M Buy
6,492
+1
+0% +$501 0.71% 22
2025
Q3 		$3.36M Buy
6,491
+11
+0.2% +$5.61K 0.78% 22
2025
Q2 		$3.22M Buy
6,480
+104
+2% +$45.2K 0.83% 20
2025
Q1 		$2.39M Buy
6,376
+1
+0% +$408 0.66% 22
2024
Q4 		$2.69M Sell
6,375
-326
-5% -$139K 0.75% 21
2024
Q3 		$2.88M Buy
+6,701
New +$2.86M 0.78% 21
2024
Q2 		– Sell
-6,852
Closed -$2.88M – 69
2024
Q1 		$2.88M Buy
6,852
+547
+9% +$221K 0.84% 20
2023
Q4 		$2.37M Sell
6,305
-279
-4% -$99.3K 0.73% 21
2023
Q3 		$2.08M Buy
+6,584
New +$2.18M 0.71% 21
2023
Q2 		– Sell
-6,747
Closed -$1.95M – 72
2023
Q1 		$1.95M Sell
6,747
-92
-1% -$23.5K 0.68% 23
2022
Q4 		$1.64M Sell
6,839
-234
-3% -$56.2K 0.61% 28
2022
Q3 		$1.65M Buy
7,073
+285
+4% +$75.3K 0.75% 27
2022
Q2 		$1.74M Sell
6,788
-69
-1% -$18.7K 0.78% 27
2022
Q1 		$2.11M Sell
6,857
-1
-0% -$301 0.84% 27
2021
Q4 		$2.31M Buy
+6,858
New +$2.22M 0.87% 28
2021
Q1 		$1.6M Buy
6,803
+136
+2% +$31.6K 0.74% 25
2020
Q4 		$1.48M Buy
6,667
+2
+0% +$430 0.78% 23
2020
Q3 		$1.4M Buy
6,665
+290
+5% +$60.9K 0.83% 26
2020
Q2 		$1.3M Buy
6,375
+102
+2% +$18.5K 0.82% 25
2020
Q1 		$989K Buy
6,273
+693
+12% +$114K 0.75% 29
2019
Q4 		$880K Buy
5,580
+57
+1% +$8.37K 0.58% 34
2019
Q3 		$768K Buy
5,523
+118
+2% +$16.2K 0.56% 35
2019
Q2 		$724K Sell
5,405
-153
-3% -$19.4K 0.56% 37
2019
Q1 		$656K Sell
5,558
-46
-0.8% -$5.02K 0.54% 40
2018
Q4 		$569K Buy
+5,604
New +$600K 0.55% 40

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
Ninety One (UK)
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
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
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

Wolff Financial Management's MSFT Position: Q2 2026 in Review

Wolff Financial Management increased its Microsoft (MSFT) stake by 20% in Q2 2026, buying an estimated $526K and bringing the position to 7,792 shares worth $2.91M. The position accounts for 0.58% of the portfolio, ranked #22.

Wolff Financial Management first reported a position in MSFT in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.36M in Q3 2025. 1,477 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wolff Financial Management held 7,792 shares of Microsoft worth $2.91M as of Q2 2026.
  • Wolff Financial Management bought 1,299 Microsoft shares in Q2 2026, an estimated $526K.
  • Microsoft made up 0.58% of Wolff Financial Management's portfolio in Q2 2026, its #22 holding.
  • Wolff Financial Management first reported a position in Microsoft in Q4 2018 and has held it in 27 quarters since.
  • Wolff Financial Management's Microsoft position peaked at $3.36M in Q3 2025.
  • 1,477 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.