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Aurora Private Wealth’s Microsoft MSFT Stock Holding History

Aurora Private Wealth’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 		$2.34M Sell
4,568
-115
-2% -$53.2K 1.48% 16
2026
Q2 		$1.75M Buy
4,683
+35
+0.8% +$14.2K 1.11% 23
2026
Q1 		$2.08M Sell
4,648
-1
-0% -$418 1.48% 15
2025
Q4 		$2.25M Buy
+4,649
New +$2.33M 1.48% 16
2025
Q2 		$2.4M Sell
4,823
-229
-5% -$99.4K 1.78% 13
2025
Q1 		$1.9M Sell
5,052
-569
-10% -$232K 1.51% 14
2024
Q4 		$2.37M Buy
5,621
+43
+0.8% +$18.3K 1.77% 12
2024
Q3 		$2.4M Buy
5,578
+483
+9% +$206K 1.88% 12
2024
Q2 		$2.28M Sell
5,095
-410
-7% -$173K 1.99% 11
2024
Q1 		$2.33M Sell
5,505
-52
-0.9% -$21.1K 2.02% 11
2023
Q4 		$2.09M Buy
5,557
+293
+6% +$104K 1.97% 11
2023
Q3 		$1.66M Buy
5,264
+1,472
+39% +$486K 1.84% 12
2023
Q2 		$1.29M Sell
3,792
-1,123
-23% -$352K 1.47% 14
2023
Q1 		$1.42M Sell
4,915
-1,805
-27% -$460K 1.51% 14
2022
Q4 		$1.61M Buy
6,720
+1,339
+25% +$321K 1.84% 12
2022
Q3 		$1.25M Buy
5,381
+96
+2% +$25.3K 0.58% 28
2022
Q2 		$1.36M Sell
5,285
-226
-4% -$61.3K 0.61% 27
2022
Q1 		$1.7M Buy
5,511
+428
+8% +$129K 0.7% 22
2021
Q4 		$1.71M Sell
5,083
-4,304
-46% -$1.4M 0.74% 21
2021
Q3 		$2.65M Sell
9,387
-4,361
-32% -$1.27M 1.07% 17
2021
Q2 		$3.72M Buy
13,748
+1,389
+11% +$353K 1.49% 11
2021
Q1 		$2.91M Sell
12,359
-1,896
-13% -$440K 1.21% 14
2020
Q4 		$3.17M Sell
14,255
-943
-6% -$203K 1.34% 14
2020
Q3 		$3.2M Buy
15,198
+303
+2% +$63.6K 1.37% 16
2020
Q2 		$3.03M Sell
14,895
-9,372
-39% -$1.7M 1.39% 16
2020
Q1 		$3.83M Buy
24,267
+12,607
+108% +$2.07M 1.35% 14
2019
Q4 		$1.84M Buy
+11,660
New +$1.71M 0.65% 26

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

Aurora Private Wealth's MSFT Position: Q3 2026 in Review

Aurora Private Wealth reduced its Microsoft (MSFT) stake by 2.5% in Q3 2026, selling an estimated $53.2K and leaving 4,568 shares worth $2.34M. The position accounts for 1.48% of the portfolio, ranked #16.

Aurora Private Wealth first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.83M in Q1 2020. 2,283 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Aurora Private Wealth held 4,568 shares of Microsoft worth $2.34M as of Q3 2026.
  • Aurora Private Wealth sold 115 Microsoft shares in Q3 2026, an estimated $53.2K.
  • Microsoft made up 1.48% of Aurora Private Wealth's portfolio in Q3 2026, its #16 holding.
  • Aurora Private Wealth first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Aurora Private Wealth's Microsoft position peaked at $3.83M in Q1 2020.
  • 2,283 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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