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Wrenne Financial Planning’s Microsoft MSFT Stock Holding History

Wrenne Financial Planning’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 		$899K Buy
2,411
+146
+6% +$59.1K 0.3% 25
2026
Q1 		$838K Sell
2,265
-111
-5% -$46.4K 0.33% 25
2025
Q4 		$1.15M Buy
2,376
+10
+0.4% +$5.01K 0.47% 21
2025
Q3 		$1.23M Hold
2,366
– – 0.52% 21
2025
Q2 		$1.18M Buy
2,366
+24
+1% +$10.4K 0.55% 21
2025
Q1 		$879K Buy
2,342
+91
+4% +$37.1K 0.47% 23
2024
Q4 		$949K Hold
2,251
– – 0.54% 21
2024
Q3 		$969K Hold
2,251
– – 0.58% 21
2024
Q2 		$1.01M Sell
2,251
-315
-12% -$133K 0.69% 20
2024
Q1 		$1.08M Sell
2,566
-83,962
-97% -$34M 0.8% 19
2023
Q4 		$5.34M Buy
+86,528
New +$30.8M 4.54% 8

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wrenne Financial Planning's MSFT Position: Q2 2026 in Review

Wrenne Financial Planning increased its Microsoft (MSFT) stake by 6.4% in Q2 2026, buying an estimated $59.1K and bringing the position to 2,411 shares worth $899K. The position accounts for 0.3% of the portfolio, ranked #25.

Wrenne Financial Planning first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.34M in Q4 2023. 3,057 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wrenne Financial Planning held 2,411 shares of Microsoft worth $899K as of Q2 2026.
  • Wrenne Financial Planning bought 146 Microsoft shares in Q2 2026, an estimated $59.1K.
  • Microsoft made up 0.3% of Wrenne Financial Planning's portfolio in Q2 2026, its #25 holding.
  • Wrenne Financial Planning first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Wrenne Financial Planning's Microsoft position peaked at $5.34M in Q4 2023.
  • 3,057 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.