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Yardley Wealth Management’s Microsoft MSFT Stock Holding History

Yardley Wealth Management’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 		$249K Buy
667
+1
+0.2% +$405 0.11% 36
2026
Q1 		$247K Hold
666
– – 0.13% 35
2025
Q4 		$322K Sell
666
-125
-16% -$62.6K 0.17% 31
2025
Q3 		$410K Sell
791
-50
-6% -$25.5K 0.23% 29
2025
Q2 		$418K Sell
841
-39
-4% -$16.9K 0.23% 30
2025
Q1 		$330K Sell
880
-2,094
-70% -$854K 0.19% 34
2024
Q4 		$1.26M Buy
2,974
+2,094
+238% +$892K 0.61% 23
2024
Q3 		$379K Buy
+880
New +$376K 0.22% 32

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Yardley Wealth Management's MSFT Position: Q2 2026 in Review

Yardley Wealth Management increased its Microsoft (MSFT) stake by 0.15% in Q2 2026, buying an estimated $405 and bringing the position to 667 shares worth $249K. The position accounts for 0.11% of the portfolio, ranked #36.

Yardley Wealth Management first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q4 2024. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Yardley Wealth Management held 667 shares of Microsoft worth $249K as of Q2 2026.
  • Yardley Wealth Management bought 1 Microsoft share in Q2 2026, an estimated $405.
  • Microsoft made up 0.11% of Yardley Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Yardley Wealth Management first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
  • Yardley Wealth Management's Microsoft position peaked at $1.26M in Q4 2024.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.