Able Wealth Management
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Able Wealth Management’s Microsoft MSFT Stock Holding History

Able Wealth Management’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 		$2.12M Sell
4,035
-6
-0.1% -$2.78K 0.47% 45
2026
Q2 		$1.47M Buy
4,041
+531
+15% +$215K 0.34% 54
2026
Q1 		$1.28M Buy
3,510
+611
+21% +$256K 0.34% 51
2025
Q4 		$1.38M Buy
2,899
+49
+2% +$24.6K 0.44% 42
2025
Q3 		$1.48M Buy
2,850
+225
+9% +$115K 0.55% 42
2025
Q2 		$1.31M Buy
2,625
+275
+12% +$119K 0.66% 37
2025
Q1 		$882K Buy
2,350
+87
+4% +$35.5K 0.52% 45
2024
Q4 		$954K Buy
2,263
+156
+7% +$66.4K 0.63% 42
2024
Q3 		$907K Sell
2,107
-20
-0.9% -$8.55K 0.69% 34
2024
Q2 		$951K Sell
2,127
-241
-10% -$102K 0.78% 33
2024
Q1 		$996K Buy
2,368
+77
+3% +$31.2K 0.87% 24
2023
Q4 		$862K Buy
+2,291
New +$815K 0.78% 26

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Able Wealth Management's MSFT Position: Q3 2026 in Review

Able Wealth Management reduced its Microsoft (MSFT) stake by 0.15% in Q3 2026, selling an estimated $2.78K and leaving 4,035 shares worth $2.12M. The position accounts for 0.47% of the portfolio, ranked #45.

Able Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 2,283 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Able Wealth Management held 4,035 shares of Microsoft worth $2.12M as of Q3 2026.
  • Able Wealth Management sold 6 Microsoft shares in Q3 2026, an estimated $2.78K.
  • Microsoft made up 0.47% of Able Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Able Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 2,283 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.