Apella Capital
MSFT icon

Apella Capital’s Microsoft MSFT Stock Holding History

Apella Capital’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 		$67.2M Buy
126,914
+5,571
+5% +$2.58M 0.85% 28
2026
Q2 		$47.2M Sell
121,343
-20
-0% -$8.09K 0.67% 37
2026
Q1 		$51.3M Buy
121,363
+18,735
+18% +$7.84M 0.76% 32
2025
Q4 		$49.6M Buy
102,628
+18,885
+23% +$9.46M 0.98% 22
2025
Q3 		$42.8M Buy
83,743
+3,922
+5% +$2M 0.95% 23
2025
Q2 		$39.7M Buy
79,821
+1,068
+1% +$464K 1.08% 22
2025
Q1 		$30.8M Buy
78,753
+6,363
+9% +$2.59M 1.06% 22
2024
Q4 		$30.5M Sell
72,390
-579
-0.8% -$247K 1.17% 19
2024
Q3 		$30.4M Buy
72,969
+2,483
+4% +$1.06M 1.25% 20
2024
Q2 		$32.4M Buy
70,486
+20,602
+41% +$8.7M 1.45% 18
2024
Q1 		$21.3M Sell
49,884
-10,592
-18% -$4.29M 1.07% 25
2023
Q4 		$22.3M Sell
60,476
-1,002
-2% -$357K 1.24% 21
2023
Q3 		$19.4M Buy
61,478
+2,375
+4% +$785K 1.37% 22
2023
Q2 		$20.1M Buy
+59,103
New +$18.5M 1.43% 21
2022
Q4 		$12.4M Buy
51,883
+3,318
+7% +$796K 1.13% 24
2022
Q3 		$11.3M Buy
48,565
+771
+2% +$204K 1.32% 22
2022
Q2 		$12.3M Buy
47,794
+6,751
+16% +$1.83M 1.47% 20
2022
Q1 		$12.7M Buy
41,043
+5,397
+15% +$1.62M 1.78% 16
2021
Q4 		$12M Buy
35,646
+2,014
+6% +$653K 1.53% 20
2021
Q3 		$9.48M Buy
33,632
+222
+0.7% +$64.6K 1.36% 22
2021
Q2 		$9.05M Buy
33,410
+22,622
+210% +$5.75M 1.49% 16
2021
Q1 		$2.54M Buy
10,788
+105
+1% +$24.4K 0.8% 33
2020
Q4 		$2.38M Sell
10,683
-107
-1% -$23K 0.83% 30
2020
Q3 		$2.27M Sell
10,790
-265
-2% -$55.7K 0.91% 28
2020
Q2 		$2.25M Buy
11,055
+491
+5% +$89.1K 1.05% 26
2020
Q1 		$1.67M Buy
+10,564
New +$1.74M 0.97% 27

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apella Capital's MSFT Position: Q3 2026 in Review

Apella Capital increased its Microsoft (MSFT) stake by 4.6% in Q3 2026, buying an estimated $2.58M and bringing the position to 126,914 shares worth $67.2M. The position accounts for 0.85% of the portfolio, ranked #28.

Apella Capital first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. 1,781 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Apella Capital held 126,914 shares of Microsoft worth $67.2M as of Q3 2026.
  • Apella Capital bought 5,571 Microsoft shares in Q3 2026, an estimated $2.58M.
  • Microsoft made up 0.85% of Apella Capital's portfolio in Q3 2026, its #28 holding.
  • Apella Capital first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
  • 1,781 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.