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Wolff Wiese Magana’s Microsoft MSFT Stock Holding History

Wolff Wiese Magana’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 		$4.55M Sell
12,195
-298
-2% -$121K 2.09% 8
2026
Q1 		$4.62M Buy
12,493
+231
+2% +$96.7K 2.55% 3
2025
Q4 		$5.93M Sell
12,262
-124
-1% -$62.1K 3.25% 2
2025
Q3 		$6.42M Buy
12,386
+298
+2% +$152K 3.63% 2
2025
Q2 		$6.01M Sell
12,088
-294
-2% -$128K 3.72% 2
2025
Q1 		$4.65M Buy
12,382
+288
+2% +$117K 3.16% 2
2024
Q4 		$5.1M Buy
12,094
+229
+2% +$97.5K 3.37% 2
2024
Q3 		$5.11M Sell
11,865
-325
-3% -$139K 3.49% 2
2024
Q2 		$5.45M Buy
12,190
+19
+0.2% +$8.02K 4.33% 2
2024
Q1 		$5.12M Sell
12,171
-351
-3% -$142K 4.41% 2
2023
Q4 		$4.71M Sell
12,522
-2,115
-14% -$753K 4.47% 1
2023
Q3 		$4.62M Sell
14,637
-599
-4% -$198K 3.76% 2
2023
Q2 		$5.19M Buy
15,236
+70
+0.5% +$21.9K 4.01% 2
2023
Q1 		$4.37M Buy
15,166
+88
+0.6% +$22.4K 3.55% 2
2022
Q4 		$3.62M Sell
15,078
-1,878
-11% -$451K 3.1% 3
2022
Q3 		$3.95M Sell
16,956
-333
-2% -$87.9K 3.17% 2
2022
Q2 		$4.44M Buy
17,289
+167
+1% +$45.3K 3.24% 2
2022
Q1 		$5.28M Buy
17,122
+1,270
+8% +$382K 3.54% 2
2021
Q4 		$5.33M Sell
15,852
-402
-2% -$130K 3.44% 2
2021
Q3 		$4.58M Sell
16,254
-113
-0.7% -$32.9K 3.23% 2
2021
Q2 		$4.43M Buy
16,367
+471
+3% +$120K 3.16% 2
2021
Q1 		$3.75M Buy
15,896
+1,218
+8% +$283K 2.93% 2
2020
Q4 		$3.27M Buy
+14,678
New +$3.16M 2.76% 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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wolff Wiese Magana's MSFT Position: Q2 2026 in Review

Wolff Wiese Magana reduced its Microsoft (MSFT) stake by 2.4% in Q2 2026, selling an estimated $121K and leaving 12,195 shares worth $4.55M. The position accounts for 2.09% of the portfolio, ranked #8.

Wolff Wiese Magana first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.42M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wolff Wiese Magana held 12,195 shares of Microsoft worth $4.55M as of Q2 2026.
  • Wolff Wiese Magana sold 298 Microsoft shares in Q2 2026, an estimated $121K.
  • Microsoft made up 2.09% of Wolff Wiese Magana's portfolio in Q2 2026, its #8 holding.
  • Wolff Wiese Magana first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Wolff Wiese Magana's Microsoft position peaked at $6.42M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.