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

Accel 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 		$4.38M Sell
8,539
-855
-9% -$395K 0.94% 28
2026
Q2 		$3.5M Sell
9,394
-101
-1% -$40.9K 0.79% 36
2026
Q1 		$3.51M Sell
9,495
-115
-1% -$48.1K 0.92% 27
2025
Q4 		$4.65M Sell
9,610
-18
-0.2% -$9.02K 1.27% 19
2025
Q3 		$4.99M Sell
9,628
-105
-1% -$53.6K 1.45% 15
2025
Q2 		$4.84M Buy
9,733
+203
+2% +$88.2K 1.62% 13
2025
Q1 		$3.58M Sell
9,530
-64
-0.7% -$26.1K 1.29% 14
2024
Q4 		$4.04M Sell
9,594
-77
-0.8% -$32.8K 1.53% 13
2024
Q3 		$4.16M Buy
9,671
+332
+4% +$142K 1.55% 14
2024
Q2 		$4.17M Buy
9,339
+2,292
+33% +$968K 1.67% 15
2024
Q1 		$2.96M Buy
7,047
+758
+12% +$307K 1.26% 18
2023
Q4 		$2.36M Buy
6,289
+622
+11% +$221K 1.19% 21
2023
Q3 		$1.79M Buy
5,667
+528
+10% +$174K 1% 27
2023
Q2 		$1.75M Buy
5,139
+200
+4% +$62.7K 0.96% 26
2023
Q1 		$1.42M Sell
4,939
-27
-0.5% -$6.89K 0.58% 49
2022
Q4 		$1.19M Sell
4,966
-238
-5% -$57.1K 0.57% 49
2022
Q3 		$1.3M Sell
5,204
-462
-8% -$122K 0.69% 39
2022
Q2 		$1.46M Buy
5,666
+616
+12% +$167K 0.84% 31
2022
Q1 		$1.56M Sell
5,050
-354
-7% -$107K 0.81% 35
2021
Q4 		$1.82M Buy
5,404
+818
+18% +$265K 0.89% 33
2021
Q3 		$1.29M Buy
4,586
+174
+4% +$50.6K 0.84% 33
2021
Q2 		$1.2M Buy
4,412
+101
+2% +$25.7K 0.79% 33
2021
Q1 		$1.02M Buy
4,311
+243
+6% +$56.4K 0.82% 27
2020
Q4 		$905K Buy
+4,068
New +$875K 0.84% 24

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

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

Accel Wealth Management reduced its Microsoft (MSFT) stake by 9.1% in Q3 2026, selling an estimated $395K and leaving 8,539 shares worth $4.38M. The position accounts for 0.94% of the portfolio, ranked #28.

Accel Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.99M in Q3 2025. 2,457 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Accel Wealth Management held 8,539 shares of Microsoft worth $4.38M as of Q3 2026.
  • Accel Wealth Management sold 855 Microsoft shares in Q3 2026, an estimated $395K.
  • Microsoft made up 0.94% of Accel Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Accel Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's Microsoft position peaked at $4.99M in Q3 2025.
  • 2,457 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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