UMB Private Wealth Management, LLC’s Microsoft MSFT Stock Holding History

UMB Private Wealth Management, 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	$2.28M	Buy	+4,439	New	+$2.05M	2.2%	10

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

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

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

UMB Private Wealth Management, LLC's MSFT Position: Q3 2026 in Review

UMB Private Wealth Management, LLC opened a new position in Microsoft (MSFT) in Q3 2026: 4,439 shares worth $2.28M. The stake represents 2.2% of the portfolio and ranks #10 among its holdings.

1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

UMB Private Wealth Management, LLC held 4,439 shares of Microsoft worth $2.28M as of Q3 2026.
Microsoft was a new UMB Private Wealth Management, LLC position in Q3 2026.
Microsoft made up 2.2% of UMB Private Wealth Management, LLC's portfolio in Q3 2026, its #10 holding.
1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on UMB Private Wealth Management, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.