Tailwinds Wealth LLC Has $3.01 Million Position in Microsoft Corporation $MSFT

Posted by Stanley Muller on Aug 31st, 2026

Tailwinds Wealth LLC lifted its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 86.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,061 shares of the software giant’s stock after buying an additional 3,732 shares during the period. Microsoft comprises approximately 1.8% of Tailwinds Wealth LLC’s portfolio, making the stock its 11th biggest position. Tailwinds Wealth LLC’s holdings in Microsoft were worth $3,007,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Markel Group Inc. lifted its holdings in shares of Microsoft by 0.4% during the 1st quarter. Markel Group Inc. now owns 537,630 shares of the software giant’s stock valued at $199,014,000 after buying an additional 1,950 shares during the last quarter. Bessemer Group Inc. increased its holdings in Microsoft by 8.4% in the first quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant’s stock worth $2,562,197,000 after buying an additional 537,634 shares during the last quarter. Taylor Securities Services Inc. acquired a new position in Microsoft in the fourth quarter worth approximately $2,616,000. Werba Rubin Papier Wealth Management raised its position in Microsoft by 15.7% during the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock valued at $6,041,000 after acquiring an additional 1,698 shares in the last quarter. Finally, Harel Insurance Investments & Financial Services Ltd. raised its position in Microsoft by 138.8% during the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant’s stock valued at $502,077,000 after acquiring an additional 788,297 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In related news, CEO Judson Althoff sold 10,000 shares of the stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the sale, the chief executive officer owned 100,447 shares in the company, valued at $49,007,086.83. This represents a 9.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Takeshi Numoto sold 4,810 shares of the firm’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the sale, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. This trade represents a 10.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 21,810 shares of company stock worth $10,110,874 over the last quarter. 0.03% of the stock is currently owned by corporate insiders.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft’s strong Azure and cloud performance helped drive a rally of roughly 48% from its June low, with the stock reaching a 10-month high and moving above a technical buy point. A recently formed “golden cross,” in which the 50-day moving average moved above the 200-day average, also supports bullish momentum. Bull v. Bear: MSFT Hits 2026 High, is a New Record Next?
Positive Sentiment: Microsoft is reportedly in early discussions with Moonshot AI regarding its Kimi K3 model. A potential arrangement could add another AI service to Azure and create a new revenue stream, although negotiations are not finalized. MSFT Stock Alert: Moonshot Could Give Microsoft Another AI Revenue Stream
Positive Sentiment: Microsoft’s deployment of more than 25 AI agents across its supply chain illustrates early enterprise use cases for agentic AI, including demand forecasting, freight routing and inventory management. Successful internal deployments could support broader adoption of Microsoft’s AI tools. Microsoft Puts 25 AI Agents to Work on Supply Chain Costs
Positive Sentiment: Microsoft is spending heavily on AI infrastructure—approximately $175 billion this year—and has reassured employees that data-center investment is intended to support long-term growth. Azure reportedly surpassed $100 billion, while contracted backlog and commercial bookings remain major valuation supports. Microsoft Reassures Employees About AI Data Center Impacts
Neutral Sentiment: Microsoft’s gains have helped lift major indexes, but the strength is concentrated in a few mega-cap technology stocks while small caps and many sectors weaken as bond yields rise. This creates a broader market-risk backdrop despite Microsoft’s relative strength. Dow Jones Futures: Microsoft, Titans Mask Market Weakness
Negative Sentiment: One analyst argued that Microsoft’s valuation rerating may be largely complete for now, raising the risk of profit-taking after the recent monthly rally. At the current valuation, further gains may require continued upward revisions to cloud and AI growth expectations. Microsoft: The Rerating Is Probably Over For Now

Analyst Upgrades and Downgrades

Several research firms have commented on MSFT. The Goldman Sachs Group reissued a “buy” rating and issued a $640.00 target price on shares of Microsoft in a research report on Thursday, July 30th. Citigroup restated a “buy” rating and set a $600.00 price target (up from $570.00) on shares of Microsoft in a report on Tuesday, July 28th. Citizens Jmp reaffirmed a “market outperform” rating and issued a $550.00 price objective on shares of Microsoft in a research note on Tuesday, July 28th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of Microsoft in a report on Monday, July 20th. Finally, Barclays cut their target price on Microsoft from $545.00 to $512.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Forty-two research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and an average price target of $560.27.

Read Our Latest Report on MSFT

Microsoft Price Performance

Shares of Microsoft stock opened at $513.53 on Monday. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The firm has a fifty day simple moving average of $430.87 and a 200-day simple moving average of $412.43. The stock has a market capitalization of $3.81 trillion, a price-to-earnings ratio of 28.59, a PEG ratio of 1.65 and a beta of 1.10. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72.

Microsoft (NASDAQ:MSFT – Get Free Report) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. The business had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. Microsoft’s revenue was up 17.7% compared to the same quarter last year. During the same period last year, the business posted $3.65 EPS. On average, sell-side analysts expect that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is currently 20.27%.

Microsoft Company Profile

(Free Report)

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).