Ares Financial Consulting
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Ares Financial Consulting’s Microsoft MSFT Stock Holding History

Ares Financial Consulting’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 		$2.63M Buy
5,132
+44
+0.9% +$20.3K 1.82% 16
2026
Q2 		$1.9M Sell
5,088
-112
-2% -$45.3K 1.36% 19
2026
Q1 		$1.92M Buy
5,200
+1,568
+43% +$656K 1.51% 16
2025
Q4 		$1.76M Buy
+3,632
New +$1.82M 1.67% 14

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Ares Financial Consulting's MSFT Position: Q3 2026 in Review

Ares Financial Consulting increased its Microsoft (MSFT) stake by 0.86% in Q3 2026, buying an estimated $20.3K and bringing the position to 5,132 shares worth $2.63M. The position accounts for 1.82% of the portfolio, ranked #16.

Ares Financial Consulting first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. 3,702 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Ares Financial Consulting held 5,132 shares of Microsoft worth $2.63M as of Q3 2026.
  • Ares Financial Consulting bought 44 Microsoft shares in Q3 2026, an estimated $20.3K.
  • Microsoft made up 1.82% of Ares Financial Consulting's portfolio in Q3 2026, its #16 holding.
  • Ares Financial Consulting first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • 3,702 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.