ABLE Financial Group
MSFT icon

ABLE Financial Group’s Microsoft MSFT Stock Holding History

ABLE Financial Group’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 		$9.02M Buy
17,591
+1,027
+6% +$475K 1.41% 20
2026
Q2 		$6.18M Buy
16,564
+1,544
+10% +$625K 1.04% 24
2026
Q1 		$5.56M Sell
15,020
-14
-0.1% -$5.86K 1.09% 23
2025
Q4 		$7.27M Buy
15,034
+378
+3% +$189K 1.48% 21
2025
Q3 		$7.59M Sell
14,656
-393
-3% -$200K 1.65% 19
2025
Q2 		$7.49M Sell
15,049
-84
-0.6% -$36.5K 1.81% 13
2025
Q1 		$5.68M Buy
15,133
+131
+0.9% +$53.4K 1.59% 16
2024
Q4 		$6.32M Buy
15,002
+839
+6% +$357K 1.87% 13
2024
Q3 		$6.09M Buy
14,163
+212
+2% +$90.6K 1.88% 16
2024
Q2 		$6.24M Buy
13,951
+141
+1% +$59.5K 2.25% 14
2024
Q1 		$5.81M Sell
13,810
-1,457
-10% -$590K 2.28% 13
2023
Q4 		$5.74M Sell
15,267
-619
-4% -$220K 2.48% 13
2023
Q3 		$5.02M Buy
15,886
+669
+4% +$221K 2.51% 13
2023
Q2 		$5.18M Buy
15,217
+873
+6% +$274K 2.68% 12
2023
Q1 		$4.14M Buy
+14,344
New +$3.66M 2.7% 11

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

ABLE Financial Group's MSFT Position: Q3 2026 in Review

ABLE Financial Group increased its Microsoft (MSFT) stake by 6.2% in Q3 2026, buying an estimated $475K and bringing the position to 17,591 shares worth $9.02M. The position accounts for 1.41% of the portfolio, ranked #20.

ABLE Financial Group first reported a position in MSFT in Q1 2023 and has held it in 15 quarters since. 1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • ABLE Financial Group held 17,591 shares of Microsoft worth $9.02M as of Q3 2026.
  • ABLE Financial Group bought 1,027 Microsoft shares in Q3 2026, an estimated $475K.
  • Microsoft made up 1.41% of ABLE Financial Group's portfolio in Q3 2026, its #20 holding.
  • ABLE Financial Group first reported a position in Microsoft in Q1 2023 and has held it in 15 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.