A4 Wealth Advisors
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A4 Wealth Advisors’s Microsoft MSFT Stock Holding History

A4 Wealth 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 		$868K Buy
1,693
+68
+4% +$31.4K 0.57% 32
2026
Q2 		$606K Sell
1,625
-1,063
-40% -$430K 0.4% 36
2026
Q1 		$995K Sell
2,688
-99
-4% -$41.4K 0.81% 32
2025
Q4 		$1.35M Sell
2,787
-1,820
-40% -$912K 1.17% 20
2025
Q3 		$2.39M Buy
+4,607
New +$2.35M 2.01% 11

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

A4 Wealth Advisors's MSFT Position: Q3 2026 in Review

A4 Wealth Advisors increased its Microsoft (MSFT) stake by 4.2% in Q3 2026, buying an estimated $31.4K and bringing the position to 1,693 shares worth $868K. The position accounts for 0.57% of the portfolio, ranked #32.

A4 Wealth Advisors first reported a position in MSFT in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.39M in Q3 2025. 4,296 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • A4 Wealth Advisors held 1,693 shares of Microsoft worth $868K as of Q3 2026.
  • A4 Wealth Advisors bought 68 Microsoft shares in Q3 2026, an estimated $31.4K.
  • Microsoft made up 0.57% of A4 Wealth Advisors's portfolio in Q3 2026, its #32 holding.
  • A4 Wealth Advisors first reported a position in Microsoft in Q3 2025 and has held it in 5 quarters since.
  • A4 Wealth Advisors's Microsoft position peaked at $2.39M in Q3 2025.
  • 4,296 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.