4Wealth Advisors’s Microsoft MSFT Stock Holding History

4Wealth Advisors’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	$2.45M	Sell	4,807 -1,883	-28%	-$871K	1.69%	12
2026 Q2	$2.47M	Buy	6,690 +683	+11%	+$276K	1.89%	10
2026 Q1	$2.16M	Buy	6,007 +603	+11%	+$252K	1.84%	10
2025 Q4	$2.61M	Buy	5,404 +663	+14%	+$332K	2.23%	8
2025 Q3	$2.46M	Buy	4,741 +343	+8%	+$175K	2.19%	10
2025 Q2	$2.19M	Sell	4,398 -113	-3%	-$49.1K	2.22%	10
2025 Q1	$1.69M	Buy	4,511 +433	+11%	+$177K	1.85%	12
2024 Q4	$1.72M	Buy	+4,078	New	+$1.74M	1.72%	11

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

4Wealth Advisors's MSFT Position: Q3 2026 in Review

4Wealth Advisors reduced its Microsoft (MSFT) stake by 28% in Q3 2026, selling an estimated $871K and leaving 4,807 shares worth $2.45M. The position accounts for 1.69% of the portfolio, ranked #12.

4Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.61M in Q4 2025. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

4Wealth Advisors held 4,807 shares of Microsoft worth $2.45M as of Q3 2026.
4Wealth Advisors sold 1,883 Microsoft shares in Q3 2026, an estimated $871K.
Microsoft made up 1.69% of 4Wealth Advisors's portfolio in Q3 2026, its #12 holding.
4Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's Microsoft position peaked at $2.61M in Q4 2025.
2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.