Planning Strategies Inc.’s Microsoft MSFT Stock Holding History

Planning Strategies Inc.’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	$149K	Buy	+400	New	+$162K	0.09%	81

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Planning Strategies Inc.'s MSFT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Microsoft (MSFT) in Q2 2026: 3,676 shares worth $1.37M. The stake represents 0.86% of the portfolio and ranks #21 among its holdings.

2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Planning Strategies Inc. held 3,676 shares of Microsoft worth $1.37M as of Q2 2026.
Microsoft was a new Planning Strategies Inc. position in Q2 2026.
Microsoft made up 0.86% of Planning Strategies Inc.'s portfolio in Q2 2026, its #21 holding.
2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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