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Scheeler Financial LLC’s Microsoft MSFT Stock Holding History

Scheeler Financial LLC’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 		$3.83M Buy
+7,458
New +$3.45M 2.9% 7

Other funds holding MSFT

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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Scheeler Financial LLC's MSFT Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in Microsoft (MSFT) in Q3 2026: 7,458 shares worth $3.83M. The stake represents 2.9% of the portfolio and ranks #7 among its holdings.

438 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Scheeler Financial LLC held 7,458 shares of Microsoft worth $3.83M as of Q3 2026.
  • Microsoft was a new Scheeler Financial LLC position in Q3 2026.
  • Microsoft made up 2.9% of Scheeler Financial LLC's portfolio in Q3 2026, its #7 holding.
  • 438 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.