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1900 Wealth Management’s Microsoft MSFT Stock Holding History

1900 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
Q3 		$9.88M Buy
19,258
+2,478
+15% +$1.15M 0.54% 26
2026
Q2 		$6.26M Buy
16,780
+1,942
+13% +$786K 0.35% 42
2026
Q1 		$5.49M Buy
14,838
+426
+3% +$178K 0.35% 42
2025
Q4 		$6.97M Buy
14,412
+1,447
+11% +$725K 0.45% 32
2025
Q3 		$6.72M Buy
12,965
+2,741
+27% +$1.4M 0.46% 33
2025
Q2 		$5.09M Sell
10,224
-2,066
-17% -$897K 0.38% 44
2025
Q1 		$4.61M Buy
12,290
+2,150
+21% +$877K 0.38% 47
2024
Q4 		$4.27M Buy
10,140
+294
+3% +$125K 0.36% 49
2024
Q3 		$4.24M Sell
9,846
-2
-0% -$855 0.36% 49
2024
Q2 		$4.4M Sell
9,848
-32
-0.3% -$13.5K 0.41% 46
2024
Q1 		$4.16M Sell
9,880
-3,218
-25% -$1.3M 0.38% 51
2023
Q4 		$4.93M Sell
13,098
-949
-7% -$338K 0.45% 50
2023
Q3 		$4.44M Buy
14,047
+2,629
+23% +$869K 0.44% 56
2023
Q2 		$3.89M Buy
11,418
+983
+9% +$308K 0.4% 55
2023
Q1 		$2.57M Buy
10,435
+609
+6% +$155K 0.28% 66
2022
Q4 		$2.36M Buy
9,826
+178
+2% +$42.7K 0.26% 72
2022
Q3 		$2.25M Buy
9,648
+120
+1% +$31.7K 0.26% 72
2022
Q2 		$2.45M Buy
9,528
+70
+0.7% +$19K 0.27% 71
2022
Q1 		$2.92M Buy
9,458
+1,620
+21% +$487K 0.28% 68
2021
Q4 		$2.64M Buy
7,838
+955
+14% +$310K 0.24% 73
2021
Q3 		$1.94M Buy
6,883
+15
+0.2% +$4.36K 0.19% 87
2021
Q2 		$1.86M Buy
6,868
+742
+12% +$189K 0.18% 80
2021
Q1 		$1.45M Buy
6,126
+3,294
+116% +$764K 0.11% 85
2020
Q4 		$630K Buy
+2,832
New +$609K 0.07% 98

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

1900 Wealth Management's MSFT Position: Q3 2026 in Review

1900 Wealth Management increased its Microsoft (MSFT) stake by 15% in Q3 2026, buying an estimated $1.15M and bringing the position to 19,258 shares worth $9.88M. The position accounts for 0.54% of the portfolio, ranked #26.

1900 Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. 604 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • 1900 Wealth Management held 19,258 shares of Microsoft worth $9.88M as of Q3 2026.
  • 1900 Wealth Management bought 2,478 Microsoft shares in Q3 2026, an estimated $1.15M.
  • Microsoft made up 0.54% of 1900 Wealth Management's portfolio in Q3 2026, its #26 holding.
  • 1900 Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • 604 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.