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Arbor Wealth Advisors’s Microsoft MSFT Stock Holding History

Arbor 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 		$1.68M Hold
3,278
– – 1.05% 18
2026
Q2 		$1.22M Buy
3,278
+115
+4% +$46.5K 0.75% 20
2026
Q1 		$1.17M Hold
3,163
– – 0.82% 21
2025
Q4 		$1.53M Hold
3,163
– – 1.09% 17
2025
Q3 		$1.64M Hold
3,163
– – 1.22% 15
2025
Q2 		$1.57M Hold
3,163
– – 1.28% 15
2025
Q1 		$1.19M Hold
3,163
– – 1.06% 17
2024
Q4 		$1.33M Buy
3,163
+923
+41% +$393K 1.19% 17
2024
Q3 		$964K Hold
2,240
– – 0.87% 18
2024
Q2 		$1M Sell
2,240
-25
-1% -$10.6K 0.99% 18
2024
Q1 		$953K Hold
2,265
– – 0.9% 20
2023
Q4 		$852K Buy
+2,265
New +$806K 0.88% 20

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

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

Arbor Wealth Advisors held its Microsoft (MSFT) position steady in Q3 2026 at 3,278 shares worth $1.68M. The position accounts for 1.05% of the portfolio, ranked #18.

Arbor Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 1,389 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Arbor Wealth Advisors held 3,278 shares of Microsoft worth $1.68M as of Q3 2026.
  • Arbor Wealth Advisors left its Microsoft share count unchanged in Q3 2026.
  • Microsoft made up 1.05% of Arbor Wealth Advisors's portfolio in Q3 2026, its #18 holding.
  • Arbor Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 1,389 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.