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Advisornet Financial’s Microsoft MSFT Stock Holding History

Advisornet Financial’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
2022
Q4 		– Sell
-700
Closed -$163K – 2452
2022
Q3 		$163K Buy
+700
New +$185K 0.02% 546
2020
Q2 		– Sell
-600
Closed -$95K – 1869
2020
Q1 		$95K Buy
+600
New +$98.7K 0.01% 631

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

Advisornet Financial's MSFT Position: Q3 2026 in Review

Advisornet Financial reduced its Microsoft (MSFT) stake by 0.51% in Q3 2026, selling an estimated $143K and leaving 60,444 shares worth $32.3M. The position accounts for 1.46% of the portfolio, ranked #12.

Advisornet Financial first reported a position in MSFT in Q4 2017 and has held it in 36 quarters since. 1,157 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Advisornet Financial held 60,444 shares of Microsoft worth $32.3M as of Q3 2026.
  • Advisornet Financial sold 309 Microsoft shares in Q3 2026, an estimated $143K.
  • Microsoft made up 1.46% of Advisornet Financial's portfolio in Q3 2026, its #12 holding.
  • Advisornet Financial first reported a position in Microsoft in Q4 2017 and has held it in 36 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.