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Aaron Wealth Advisors’s Microsoft MSFT Stock Holding History

Aaron 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 		$47.8M Sell
93,215
-2,215
-2% -$1.02M 2.34% 10
2026
Q2 		$35.6M Buy
95,430
+2,144
+2% +$867K 1.81% 10
2026
Q1 		$34.5M Sell
93,286
-13,791
-13% -$5.77M 1.96% 11
2025
Q4 		$51.8M Buy
107,077
+7,460
+7% +$3.74M 2.83% 8
2025
Q3 		$51.6M Buy
99,617
+33,929
+52% +$17.3M 3.06% 6
2025
Q2 		$32.7M Buy
65,688
+4,765
+8% +$2.07M 3.34% 5
2025
Q1 		$22.9M Buy
60,923
+213
+0.4% +$86.8K 2.62% 7
2024
Q4 		$25.6M Buy
60,710
+1,321
+2% +$563K 2.97% 8
2024
Q3 		$25.6M Buy
59,389
+5,896
+11% +$2.52M 3.04% 6
2024
Q2 		$23.9M Buy
53,493
+1,242
+2% +$525K 3.32% 6
2024
Q1 		$22M Sell
52,251
-393
-0.7% -$159K 3.15% 8
2023
Q4 		$19.8M Sell
52,644
-221,565
-81% -$78.9M 3.28% 7
2023
Q3 		$86.6M Buy
274,209
+33,586
+14% +$11.1M 11.17% 1
2023
Q2 		$81.9M Buy
240,623
+15,528
+7% +$4.87M 10.65% 1
2023
Q1 		$64.9M Sell
225,095
-10,217
-4% -$2.61M 8.92% 1
2022
Q4 		$56.4M Buy
235,312
+8,157
+4% +$1.96M 8.24% 2
2022
Q3 		$52.9M Buy
227,155
+153,318
+208% +$40.5M 9.75% 1
2022
Q2 		$19M Buy
73,837
+6,985
+10% +$1.9M 4.77% 5
2022
Q1 		$20.6M Buy
66,852
+8,900
+15% +$2.68M 4.75% 5
2021
Q4 		$19.5M Buy
57,952
+3,088
+6% +$1M 5.45% 4
2021
Q3 		$15.5M Buy
54,864
+1,035
+2% +$301K 4.36% 5
2021
Q2 		$14.6M Buy
53,829
+544
+1% +$138K 4.8% 5
2021
Q1 		$12.6M Buy
53,285
+829
+2% +$192K 4.61% 5
2020
Q4 		$11.7M Buy
+52,456
New +$11.3M 4.27% 4

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

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

Aaron Wealth Advisors reduced its Microsoft (MSFT) stake by 2.3% in Q3 2026, selling an estimated $1.02M and leaving 93,215 shares worth $47.8M. The position accounts for 2.34% of the portfolio, ranked #10.

Aaron Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $86.6M in Q3 2023. 852 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Aaron Wealth Advisors held 93,215 shares of Microsoft worth $47.8M as of Q3 2026.
  • Aaron Wealth Advisors sold 2,215 Microsoft shares in Q3 2026, an estimated $1.02M.
  • Microsoft made up 2.34% of Aaron Wealth Advisors's portfolio in Q3 2026, its #10 holding.
  • Aaron Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • Aaron Wealth Advisors's Microsoft position peaked at $86.6M in Q3 2023.
  • 852 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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