YCM
MSFT icon

Yousif Capital Management’s Microsoft MSFT Stock Holding History

Yousif Capital 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 		$275M Sell
738,401
-58,960
-7% -$23.9M 3.08% 3
2026
Q1 		$295M Sell
797,361
-30,492
-4% -$12.8M 3.47% 3
2025
Q4 		$376M Sell
827,853
-31,710
-4% -$15.9M 4.12% 3
2025
Q3 		$445M Sell
859,563
-47,889
-5% -$24.4M 4.75% 2
2025
Q2 		$451M Sell
907,452
-8,994
-1% -$3.91M 4.86% 1
2025
Q1 		$344M Sell
916,446
-4,265
-0.5% -$1.74M 3.99% 2
2024
Q4 		$388M Sell
920,711
-24,074
-3% -$10.3M 4.29% 3
2024
Q3 		$407M Sell
944,785
-8,503
-0.9% -$3.63M 4.41% 2
2024
Q2 		$426M Sell
953,288
-25,254
-3% -$10.7M 4.82% 1
2024
Q1 		$412M Sell
978,542
-20,272
-2% -$8.21M 4.56% 1
2023
Q4 		$376M Sell
998,814
-34,989
-3% -$12.5M 4.42% 2
2023
Q3 		$326M Sell
1,033,803
-34,680
-3% -$11.5M 4.15% 2
2023
Q2 		$364M Buy
1,068,483
+19,883
+2% +$6.23M 4.42% 2
2023
Q1 		$302M Sell
1,048,600
-30,863
-3% -$7.87M 3.93% 2
2022
Q4 		$259M Buy
1,079,463
+39,208
+4% +$9.41M 3.4% 2
2022
Q3 		$242M Sell
1,040,255
-23,616
-2% -$6.24M 3.44% 2
2022
Q2 		$273M Sell
1,063,871
-26,245
-2% -$7.12M 3.6% 2
2022
Q1 		$336M Sell
1,090,116
-21,947
-2% -$6.6M 3.65% 2
2021
Q4 		$374M Buy
+1,112,063
New +$361M 3.87% 2

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Yousif Capital Management's MSFT Position: Q2 2026 in Review

Yousif Capital Management reduced its Microsoft (MSFT) stake by 7.4% in Q2 2026, selling an estimated $23.9M and leaving 738,401 shares worth $275M. The position accounts for 3.08% of the portfolio, ranked #3.

Yousif Capital Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $451M in Q2 2025. 1,314 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Yousif Capital Management held 738,401 shares of Microsoft worth $275M as of Q2 2026.
  • Yousif Capital Management sold 58,960 Microsoft shares in Q2 2026, an estimated $23.9M.
  • Microsoft made up 3.08% of Yousif Capital Management's portfolio in Q2 2026, its #3 holding.
  • Yousif Capital Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Microsoft position peaked at $451M in Q2 2025.
  • 1,314 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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