ADG Wealth Management Group
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ADG Wealth Management Group’s Microsoft MSFT Stock Holding History

ADG Wealth Management 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 		$505K Buy
984
+5
+0.5% +$2.31K 0.31% 27
2026
Q2 		$365K Buy
979
+135
+16% +$54.6K 0.23% 30
2026
Q1 		$312K Buy
844
+225
+36% +$94.2K 0.22% 30
2025
Q4 		$299K Buy
619
+68
+12% +$34.1K 0.23% 28
2025
Q3 		$285K Buy
551
+50
+10% +$25.5K 0.23% 24
2025
Q2 		$249K Buy
+501
New +$218K 0.21% 25

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

ADG Wealth Management Group's MSFT Position: Q3 2026 in Review

ADG Wealth Management Group increased its Microsoft (MSFT) stake by 0.51% in Q3 2026, buying an estimated $2.31K and bringing the position to 984 shares worth $505K. The position accounts for 0.31% of the portfolio, ranked #27.

ADG Wealth Management Group first reported a position in MSFT in Q2 2025 and has held it in 6 quarters since. 2,424 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • ADG Wealth Management Group held 984 shares of Microsoft worth $505K as of Q3 2026.
  • ADG Wealth Management Group bought 5 Microsoft shares in Q3 2026, an estimated $2.31K.
  • Microsoft made up 0.31% of ADG Wealth Management Group's portfolio in Q3 2026, its #27 holding.
  • ADG Wealth Management Group first reported a position in Microsoft in Q2 2025 and has held it in 6 quarters since.
  • 2,424 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on ADG Wealth Management Group's 13F filing for Q3 2026, filed 23 Oct 2026.