Austin Wealth Management’s Microsoft MSFT Stock Holding History

Austin 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	$1.29M	Buy	2,477 +448	+22%	+$207K	0.27%	53
2026 Q2	$799K	Sell	2,029 -1,125	-36%	-$455K	0.17%	69
2026 Q1	$1.18M	Sell	3,154 -813	-20%	-$340K	0.27%	52
2025 Q4	$1.9M	Buy	3,967 +196	+5%	+$98.2K	0.28%	56
2025 Q3	$1.96M	Sell	3,771 -88	-2%	-$44.9K	0.31%	53
2025 Q2	$2.06M	Sell	3,859 -1,056	-21%	-$459K	0.37%	49
2025 Q1	$1.9M	Buy	4,915 +2,013	+69%	+$821K	0.38%	44
2024 Q4	$1.25M	Buy	2,902 +309	+12%	+$132K	0.26%	53
2024 Q3	$1.08M	Buy	2,593 +124	+5%	+$53K	0.24%	52
2024 Q2	$1.12M	Sell	2,469 -126	-5%	-$53.2K	0.26%	50
2024 Q1	$1.12M	Buy	2,595 +545	+27%	+$221K	0.28%	47
2023 Q4	$828K	Buy	2,050 +18	+0.9%	+$6.41K	0.22%	56
2023 Q3	$767K	Buy	+2,032	New	+$671K	0.24%	52

Other funds holding MSFT

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Austin Wealth Management increased its Microsoft (MSFT) stake by 22% in Q3 2026, buying an estimated $207K and bringing the position to 2,477 shares worth $1.29M. The position accounts for 0.27% of the portfolio, ranked #53.

Austin Wealth Management first reported a position in MSFT in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.06M in Q2 2025. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Austin Wealth Management held 2,477 shares of Microsoft worth $1.29M as of Q3 2026.
Austin Wealth Management bought 448 Microsoft shares in Q3 2026, an estimated $207K.
Microsoft made up 0.27% of Austin Wealth Management's portfolio in Q3 2026, its #53 holding.
Austin Wealth Management first reported a position in Microsoft in Q3 2023 and has held it in 13 quarters since.
Austin Wealth Management's Microsoft position peaked at $2.06M in Q2 2025.
4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Austin Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.