Ameliora Wealth Management
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Ameliora Wealth Management’s Microsoft MSFT Stock Holding History

Ameliora 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 		$5.82M Buy
11,353
+19
+0.2% +$8.79K 1.66% 16
2026
Q2 		$4.23M Sell
11,334
-3
-0% -$1.21K 1.26% 23
2026
Q1 		$4.2M Sell
11,337
-593
-5% -$248K 1.34% 21
2025
Q4 		$5.77M Buy
11,930
+951
+9% +$477K 1.76% 15
2025
Q3 		$5.69M Buy
10,979
+1,410
+15% +$719K 1.89% 15
2025
Q2 		$4.76M Sell
9,569
-4,430
-32% -$1.92M 1.7% 15
2025
Q1 		$5.26M Buy
13,999
+114
+0.8% +$46.5K 1.98% 13
2024
Q4 		$5.85M Buy
13,885
+1,087
+8% +$463K 2.2% 13
2024
Q3 		$5.51M Sell
12,798
-773
-6% -$330K 2.3% 10
2024
Q2 		$6.07M Sell
13,571
-802
-6% -$339K 2.75% 10
2024
Q1 		$6.05M Buy
14,373
+213
+2% +$86.2K 2.74% 10
2023
Q4 		$5.32M Buy
14,160
+3,004
+27% +$1.07M 2.64% 10
2023
Q3 		$3.52M Sell
11,156
-139
-1% -$45.9K 2.09% 16
2023
Q2 		$3.75M Sell
11,295
-1,911
-14% -$599K 2.31% 12
2023
Q1 		$3.77M Buy
13,206
+2,606
+25% +$665K 2.2% 10
2022
Q4 		$2.54M Buy
10,600
+8,540
+415% +$2.05M 1.36% 27
2022
Q3 		$465K Buy
2,060
+1,595
+343% +$421K 0.25% 53
2022
Q2 		$119K Sell
465
-13,188
-97% -$3.58M 0.14% 33
2022
Q1 		$3.87M Buy
13,653
+10,632
+352% +$3.2M 2.55% 8
2021
Q4 		$925K Buy
+3,021
New +$979K 0.85% 18

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

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

Ameliora Wealth Management increased its Microsoft (MSFT) stake by 0.17% in Q3 2026, buying an estimated $8.79K and bringing the position to 11,353 shares worth $5.82M. The position accounts for 1.66% of the portfolio, ranked #16.

Ameliora Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.07M in Q2 2024. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Ameliora Wealth Management held 11,353 shares of Microsoft worth $5.82M as of Q3 2026.
  • Ameliora Wealth Management bought 19 Microsoft shares in Q3 2026, an estimated $8.79K.
  • Microsoft made up 1.66% of Ameliora Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Ameliora Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Ameliora Wealth Management's Microsoft position peaked at $6.07M in Q2 2024.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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