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

Arista 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 		$12.4M Sell
24,220
-704
-3% -$326K 1.33% 16
2026
Q2 		$9.3M Buy
24,924
+1,044
+4% +$422K 1% 19
2026
Q1 		$8.84M Buy
23,880
+1,026
+4% +$429K 1.08% 19
2025
Q4 		$11.1M Sell
22,854
-603
-3% -$302K 1.36% 15
2025
Q3 		$12.1M Buy
23,457
+2
+0% +$1.02K 1.51% 15
2025
Q2 		$11.7M Buy
23,455
+17,393
+287% +$7.55M 1.61% 13
2025
Q1 		$2.28M Buy
6,062
+58
+1% +$23.6K 0.55% 20
2024
Q4 		$2.53M Sell
6,004
-208
-3% -$88.6K 0.61% 19
2024
Q3 		$2.67M Buy
6,212
+215
+4% +$91.9K 0.64% 19
2024
Q2 		$2.68M Buy
5,997
+4,081
+213% +$1.72M 0.71% 18
2024
Q1 		$806K Sell
1,916
-1,831
-49% -$741K 0.62% 21
2023
Q4 		$1.41M Buy
3,747
+326
+10% +$116K 0.52% 20
2023
Q3 		$1.08M Buy
3,421
+404
+13% +$133K 0.42% 25
2023
Q2 		$1.03M Buy
3,017
+203
+7% +$63.6K 0.43% 25
2023
Q1 		$811K Sell
2,814
-133
-5% -$33.9K 0.44% 28
2022
Q4 		$707K Buy
+2,947
New +$707K 0.45% 28

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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

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

Arista Wealth Management reduced its Microsoft (MSFT) stake by 2.8% in Q3 2026, selling an estimated $326K and leaving 24,220 shares worth $12.4M. The position accounts for 1.33% of the portfolio, ranked #16.

Arista Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Arista Wealth Management held 24,220 shares of Microsoft worth $12.4M as of Q3 2026.
  • Arista Wealth Management sold 704 Microsoft shares in Q3 2026, an estimated $326K.
  • Microsoft made up 1.33% of Arista Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Arista Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Arista Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.