Activest Wealth Management
MSFT icon

Activest Wealth Management’s Microsoft MSFT Stock Holding History

Activest 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 		$6.48M Buy
12,644
+610
+5% +$282K 1.2% 15
2026
Q2 		$4.49M Sell
12,034
-5,730
-32% -$2.32M 0.87% 19
2026
Q1 		$6.58M Buy
17,764
+7,909
+80% +$3.31M 1.16% 16
2025
Q4 		$4.77M Sell
9,855
-775
-7% -$388K 0.89% 17
2025
Q3 		$5.51M Buy
10,630
+731
+7% +$373K 1.11% 16
2025
Q2 		$4.92M Buy
9,899
+139
+1% +$60.4K 1.19% 14
2025
Q1 		$3.66M Buy
9,760
+1,234
+14% +$503K 0.98% 15
2024
Q4 		$3.59M Buy
8,526
+470
+6% +$200K 1% 17
2024
Q3 		$3.47M Sell
8,056
-153
-2% -$65.4K 1.07% 16
2024
Q2 		$3.67M Buy
8,209
+6,267
+323% +$2.65M 1.21% 15
2024
Q1 		$817K Buy
1,942
+198
+11% +$80.2K 0.39% 25
2023
Q4 		$656K Buy
1,744
+332
+24% +$118K 0.36% 25
2023
Q3 		$446K Sell
1,412
-198
-12% -$65.4K 0.27% 30
2023
Q2 		$386K Sell
1,610
-289
-15% -$90.6K 0.27% 21
2023
Q1 		$540K Buy
+1,899
New +$484K 0.35% 28
2022
Q3 		– Sell
-1,990
Closed -$511K – 559
2022
Q2 		$511K Buy
1,990
+80
+4% +$21.7K 0.36% 28
2022
Q1 		$589K Buy
1,910
+117
+7% +$35.2K 0.38% 29
2021
Q4 		$603K Sell
1,793
-2,302
-56% -$746K 0.37% 33
2021
Q3 		$1.15M Buy
4,095
+1,324
+48% +$385K 0.77% 16
2021
Q2 		$751K Sell
2,771
-2,045
-42% -$520K 0.56% 21
2021
Q1 		$1.14M Buy
+4,816
New +$1.12M 0.93% 15

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

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

Activest Wealth Management increased its Microsoft (MSFT) stake by 5.1% in Q3 2026, buying an estimated $282K and bringing the position to 12,644 shares worth $6.48M. The position accounts for 1.2% of the portfolio, ranked #15.

Activest Wealth Management first reported a position in MSFT in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.58M in Q1 2026. 2,283 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Activest Wealth Management held 12,644 shares of Microsoft worth $6.48M as of Q3 2026.
  • Activest Wealth Management bought 610 Microsoft shares in Q3 2026, an estimated $282K.
  • Microsoft made up 1.2% of Activest Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Activest Wealth Management first reported a position in Microsoft in Q1 2021 and has held it in 21 quarters since.
  • Activest Wealth Management's Microsoft position peaked at $6.58M in Q1 2026.
  • 2,283 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.