STACKSTONE WEALTH, LLC’s Microsoft MSFT Stock Holding History

STACKSTONE WEALTH, 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	$45.9M	Buy	+89,501	New	+$41.4M	4.52%	1

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

STACKSTONE WEALTH, LLC's MSFT Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Microsoft (MSFT) in Q3 2026: 89,501 shares worth $45.9M. The stake represents 4.52% of the portfolio and ranks #1 among its holdings.

1,400 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

STACKSTONE WEALTH, LLC held 89,501 shares of Microsoft worth $45.9M as of Q3 2026.
Microsoft was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Microsoft made up 4.52% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #1 holding.
1,400 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.