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World Equity Group’s Microsoft MSFT Stock Holding History

World Equity Group’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 		$11.6M Buy
31,025
+20
+0.1% +$8.09K 2.59% 5
2026
Q1 		$11.5M Buy
31,005
+1,782
+6% +$746K 2.97% 3
2025
Q4 		$14.1M Sell
29,223
-6,116
-17% -$3.06M 3.94% 3
2025
Q3 		$18.3M Buy
35,339
+5,976
+20% +$3.05M 4.15% 3
2025
Q2 		$14.6M Sell
29,363
-8,739
-23% -$3.8M 3.98% 3
2025
Q1 		$15.2M Sell
38,102
-23,492
-38% -$9.58M 4.33% 3
2024
Q4 		$26M Buy
61,594
+30,253
+97% +$12.9M 5.57% 1
2024
Q3 		$13.5M Sell
31,341
-7,835
-20% -$3.35M 4.87% 2
2024
Q2 		$17.5M Sell
39,176
-38,938
-50% -$16.4M 5.23% 2
2024
Q1 		$32.9M Sell
78,114
-13,712
-15% -$5.55M 6.75% 1
2023
Q4 		$34.5M Sell
91,826
-930
-1% -$331K 6.93% 2
2023
Q3 		$29.3M Buy
92,756
+46,163
+99% +$15.3M 6.09% 2
2023
Q2 		$15.9M Sell
46,593
-280,451
-86% -$87.9M 4.67% 2
2023
Q1 		$4.76M Buy
327,044
+280,023
+596% +$71.4M 0.71% 26
2022
Q4 		$11.3M Sell
47,021
-34
-0.1% -$8.16K 2.68% 3
2022
Q3 		$11M Buy
47,055
+2,004
+4% +$529K 2.77% 3
2022
Q2 		$11.6M Buy
45,051
+396
+0.9% +$107K 2.91% 3
2022
Q1 		$13.8M Buy
+44,655
New +$13.4M 2.97% 3

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

World Equity Group's MSFT Position: Q2 2026 in Review

World Equity Group increased its Microsoft (MSFT) stake by 0.06% in Q2 2026, buying an estimated $8.09K and bringing the position to 31,025 shares worth $11.6M. The position accounts for 2.59% of the portfolio, ranked #5.

World Equity Group first reported a position in MSFT in Q1 2022 and has held it in 18 quarters since. The position peaked at $34.5M in Q4 2023. 1,484 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • World Equity Group held 31,025 shares of Microsoft worth $11.6M as of Q2 2026.
  • World Equity Group bought 20 Microsoft shares in Q2 2026, an estimated $8.09K.
  • Microsoft made up 2.59% of World Equity Group's portfolio in Q2 2026, its #5 holding.
  • World Equity Group first reported a position in Microsoft in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Microsoft position peaked at $34.5M in Q4 2023.
  • 1,484 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.