AdviceOne Advisory Services’s Microsoft MSFT Stock Holding History

AdviceOne Advisory Services’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	$1.24M	Buy	2,417 +62	+3%	+$28.7K	0.74%	8
2026 Q2	$879K	Buy	2,355 +181	+8%	+$73.2K	0.5%	12
2026 Q1	$805K	Buy	2,174 +14	+0.6%	+$5.86K	0.49%	11
2025 Q4	$1.04M	Buy	2,160 +162	+8%	+$81.2K	0.62%	9
2025 Q3	$1.04M	Buy	1,998 +129	+7%	+$65.8K	0.69%	8
2025 Q2	$930K	Buy	1,869 +200	+12%	+$86.9K	0.69%	8
2025 Q1	$626K	Buy	1,669 +124	+8%	+$50.6K	0.51%	9
2024 Q4	$651K	Buy	+1,545	New	+$658K	0.58%	9

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

AdviceOne Advisory Services's MSFT Position: Q3 2026 in Review

AdviceOne Advisory Services increased its Microsoft (MSFT) stake by 2.6% in Q3 2026, buying an estimated $28.7K and bringing the position to 2,417 shares worth $1.24M. The position accounts for 0.74% of the portfolio, ranked #8.

AdviceOne Advisory Services first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

AdviceOne Advisory Services held 2,417 shares of Microsoft worth $1.24M as of Q3 2026.
AdviceOne Advisory Services bought 62 Microsoft shares in Q3 2026, an estimated $28.7K.
Microsoft made up 0.74% of AdviceOne Advisory Services's portfolio in Q3 2026, its #8 holding.
AdviceOne Advisory Services first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.