XY Planning Network’s Microsoft MSFT Stock Holding History

XY Planning Network’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	$2.66M	Buy	7,126 +3,879	+119%	+$1.57M	0.33%	72
2026 Q1	$1.2M	Buy	3,247 +213	+7%	+$89.1K	0.19%	116
2025 Q4	$1.47M	Buy	3,034 +1,280	+73%	+$641K	0.26%	98
2025 Q3	$872K	Hold	1,754	–	–	0.3%	76
2025 Q2	$872K	Buy	1,754 +1,045	+147%	+$454K	0.3%	76
2025 Q1	$266K	Sell	709 -2,666	-79%	-$1.09M	0.18%	86
2024 Q4	$1.42M	Buy	+3,375	New	+$1.44M	1.07%	32

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

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

XY Planning Network's MSFT Position: Q2 2026 in Review

XY Planning Network increased its Microsoft (MSFT) stake by 119% in Q2 2026, buying an estimated $1.57M and bringing the position to 7,126 shares worth $2.66M. The position accounts for 0.33% of the portfolio, ranked #72.

XY Planning Network first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

XY Planning Network held 7,126 shares of Microsoft worth $2.66M as of Q2 2026.
XY Planning Network bought 3,879 Microsoft shares in Q2 2026, an estimated $1.57M.
Microsoft made up 0.33% of XY Planning Network's portfolio in Q2 2026, its #72 holding.
XY Planning Network first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.