Amplius Wealth Advisors
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Amplius Wealth Advisors’s Microsoft MSFT Stock Holding History

Amplius Wealth Advisors’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 		$6.18M Buy
12,056
+3,473
+40% +$1.61M 0.42% 37
2026
Q2 		$3.2M Buy
8,583
+1,202
+16% +$486K 0.23% 43
2026
Q1 		$2.73M Sell
7,381
-159
-2% -$66.5K 0.23% 43
2025
Q4 		$3.65M Sell
7,540
-233
-3% -$117K 0.31% 37
2025
Q3 		$4.03M Sell
7,773
-3,910
-33% -$1.99M 0.35% 36
2025
Q2 		$5.81M Buy
11,683
+319
+3% +$139K 0.54% 33
2025
Q1 		$4.27M Sell
11,364
-598
-5% -$244K 0.44% 39
2024
Q4 		$5.04M Buy
11,962
+107
+0.9% +$45.6K 0.52% 36
2024
Q3 		$5.1M Sell
11,855
-127
-1% -$54.3K 0.56% 34
2024
Q2 		$5.36M Sell
11,982
-1,202
-9% -$508K 0.6% 34
2024
Q1 		$5.55M Buy
13,184
+297
+2% +$120K 0.62% 33
2023
Q4 		$4.85M Buy
12,887
+91
+0.7% +$32.4K 0.59% 36
2023
Q3 		$4.04M Sell
12,796
-358
-3% -$118K 0.54% 37
2023
Q2 		$4.48M Buy
13,154
+230
+2% +$72.1K 0.6% 33
2023
Q1 		$3.73M Buy
12,924
+413
+3% +$105K 0.53% 33
2022
Q4 		$3M Sell
12,511
-1,020
-8% -$245K 0.48% 40
2022
Q3 		$3.15M Buy
13,531
+984
+8% +$260K 0.56% 35
2022
Q2 		$3.22M Sell
12,547
-15,050
-55% -$4.08M 0.52% 39
2022
Q1 		$8.51M Sell
27,597
-47
-0.2% -$14.1K 1.31% 23
2021
Q4 		$9.3M Buy
+27,644
New +$8.96M 1.28% 21

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

Amplius Wealth Advisors's MSFT Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Microsoft (MSFT) stake by 40% in Q3 2026, buying an estimated $1.61M and bringing the position to 12,056 shares worth $6.18M. The position accounts for 0.42% of the portfolio, ranked #37.

Amplius Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $9.3M in Q4 2021. 2,283 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Amplius Wealth Advisors held 12,056 shares of Microsoft worth $6.18M as of Q3 2026.
  • Amplius Wealth Advisors bought 3,473 Microsoft shares in Q3 2026, an estimated $1.61M.
  • Microsoft made up 0.42% of Amplius Wealth Advisors's portfolio in Q3 2026, its #37 holding.
  • Amplius Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's Microsoft position peaked at $9.3M in Q4 2021.
  • 2,283 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.