AA Financial Advisors
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AA Financial Advisors’s Microsoft MSFT Stock Holding History

AA Financial 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 		$9.34M Buy
18,210
+600
+3% +$277K 1.11% 30
2026
Q2 		$6.57M Buy
17,610
+817
+5% +$331K 0.79% 41
2026
Q1 		$6.22M Buy
16,793
+1,022
+6% +$428K 0.88% 37
2025
Q4 		$7.63M Buy
15,771
+714
+5% +$358K 1.41% 24
2025
Q3 		$7.8M Sell
15,057
-76
-0.5% -$38.8K 1.53% 25
2025
Q2 		$7.53M Buy
15,133
+549
+4% +$238K 1.62% 24
2025
Q1 		$5.47M Sell
14,584
-17
-0.1% -$6.93K 1.34% 27
2024
Q4 		$6.15M Buy
14,601
+55
+0.4% +$23.4K 1.64% 23
2024
Q3 		$6.26M Buy
14,546
+473
+3% +$202K 1.81% 20
2024
Q2 		$6.29M Buy
14,073
+1,161
+9% +$490K 2.22% 11
2024
Q1 		$5.43M Buy
12,912
+11,468
+794% +$4.64M 2.19% 12
2023
Q4 		$543K Buy
+1,444
New +$514K 0.36% 42

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

AA Financial Advisors's MSFT Position: Q3 2026 in Review

AA Financial Advisors increased its Microsoft (MSFT) stake by 3.4% in Q3 2026, buying an estimated $277K and bringing the position to 18,210 shares worth $9.34M. The position accounts for 1.11% of the portfolio, ranked #30.

AA Financial Advisors first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 3,702 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • AA Financial Advisors held 18,210 shares of Microsoft worth $9.34M as of Q3 2026.
  • AA Financial Advisors bought 600 Microsoft shares in Q3 2026, an estimated $277K.
  • Microsoft made up 1.11% of AA Financial Advisors's portfolio in Q3 2026, its #30 holding.
  • AA Financial Advisors first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 3,702 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.