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ACT Advisors’s Microsoft MSFT Stock Holding History

ACT 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 		$2.46M Buy
4,800
+801
+20% +$370K 0.8% 15
2026
Q2 		$1.49M Sell
3,999
-332
-8% -$134K 0.5% 21
2026
Q1 		$1.6M Buy
4,331
+662
+18% +$277K 0.68% 18
2025
Q4 		$1.77M Sell
3,669
-7
-0.2% -$3.51K 0.7% 19
2025
Q3 		$1.9M Buy
3,676
+108
+3% +$55.1K 0.77% 18
2025
Q2 		$1.77M Buy
3,568
+38
+1% +$16.5K 0.82% 16
2025
Q1 		$1.33M Sell
3,530
-291
-8% -$119K 0.72% 18
2024
Q4 		$1.61M Buy
3,821
+332
+10% +$141K 0.87% 16
2024
Q3 		$1.5M Buy
3,489
+205
+6% +$87.6K 0.71% 17
2024
Q2 		$1.47M Buy
3,284
+310
+10% +$131K 0.76% 14
2024
Q1 		$1.25M Buy
2,974
+54
+2% +$21.9K 0.69% 16
2023
Q4 		$1.1M Buy
2,920
+479
+20% +$170K 0.63% 16
2023
Q3 		$771K Buy
2,441
+1,002
+70% +$331K 0.48% 19
2023
Q2 		$490K Sell
1,439
-1,986
-58% -$622K 0.32% 20
2023
Q1 		$987K Sell
3,425
-8
-0.2% -$2.04K 0.64% 14
2022
Q4 		$823K Sell
3,433
-36
-1% -$8.64K 0.52% 17
2022
Q3 		$808K Sell
3,469
-17
-0.5% -$4.49K 0.56% 15
2022
Q2 		$895K Sell
3,486
-83
-2% -$22.5K 0.66% 13
2022
Q1 		$1.1M Sell
3,569
-800
-18% -$241K 0.71% 9
2021
Q4 		$1.47M Buy
4,369
+365
+9% +$118K 1.08% 9
2021
Q3 		$1.13M Sell
4,004
-15
-0.4% -$4.36K 0.87% 10
2021
Q2 		$1.12M Sell
4,019
-25
-0.6% -$6.36K 0.85% 13
2021
Q1 		$1.03M Hold
4,044
– – 0.81% 13
2020
Q4 		$899K Buy
+4,044
New +$870K 0.81% 13

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

ACT Advisors's MSFT Position: Q3 2026 in Review

ACT Advisors increased its Microsoft (MSFT) stake by 20% in Q3 2026, buying an estimated $370K and bringing the position to 4,800 shares worth $2.46M. The position accounts for 0.8% of the portfolio, ranked #15.

ACT Advisors first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. 1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • ACT Advisors held 4,800 shares of Microsoft worth $2.46M as of Q3 2026.
  • ACT Advisors bought 801 Microsoft shares in Q3 2026, an estimated $370K.
  • Microsoft made up 0.8% of ACT Advisors's portfolio in Q3 2026, its #15 holding.
  • ACT Advisors first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on ACT Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.