Wormser Freres Gestion’s Microsoft MSFT Stock Holding History

Wormser Freres Gestion’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	$10.4M	Buy	27,191 +1,036	+4%	+$419K	5.89%	6
2026 Q1	$9.9M	Sell	26,155 -94	-0.4%	-$39.3K	7.14%	4
2025 Q4	$12.7M	Sell	26,249 -461	-2%	-$231K	7.22%	2
2025 Q3	$13.9M	Buy	26,710 +186	+0.7%	+$94.9K	7.74%	1
2025 Q2	$13.2M	Sell	26,524 -658	-2%	-$286K	7.85%	1
2025 Q1	$10.3M	Buy	27,182 +8,770	+48%	+$3.58M	6.3%	2
2024 Q4	$7.86M	Buy	18,412 +8,322	+82%	+$3.54M	4.67%	8
2024 Q3	$4.34M	Buy	10,090 +57	+0.6%	+$24.4K	2.65%	20
2024 Q2	$4.63M	Buy	10,033 +1,429	+17%	+$603K	3.02%	18
2024 Q1	$3.72M	Sell	8,604 -267	-3%	-$108K	2.55%	17
2023 Q4	$3.31M	Buy	+8,871	New	+$3.16M	2.69%	19

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wormser Freres Gestion's MSFT Position: Q2 2026 in Review

Wormser Freres Gestion increased its Microsoft (MSFT) stake by 4% in Q2 2026, buying an estimated $419K and bringing the position to 27,191 shares worth $10.4M. The position accounts for 5.89% of the portfolio, ranked #6.

Wormser Freres Gestion first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.9M in Q3 2025. 1,683 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Wormser Freres Gestion held 27,191 shares of Microsoft worth $10.4M as of Q2 2026.
Wormser Freres Gestion bought 1,036 Microsoft shares in Q2 2026, an estimated $419K.
Microsoft made up 5.89% of Wormser Freres Gestion's portfolio in Q2 2026, its #6 holding.
Wormser Freres Gestion first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Wormser Freres Gestion's Microsoft position peaked at $13.9M in Q3 2025.
1,683 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wormser Freres Gestion's 13F filing for Q2 2026, filed 16 Jul 2026.