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

Avaii 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 		$1.41M Buy
2,731
+251
+10% +$116K 0.41% 37
2026
Q2 		$925K Buy
2,480
+295
+14% +$119K 0.27% 47
2026
Q1 		$809K Sell
2,185
-415
-16% -$174K 0.28% 45
2025
Q4 		$1.26M Sell
2,600
-43
-2% -$21.5K 0.46% 31
2025
Q3 		$1.37M Buy
2,643
+192
+8% +$97.9K 0.52% 28
2025
Q2 		$1.22M Buy
2,451
+46
+2% +$20K 0.54% 25
2025
Q1 		$903K Sell
2,405
-82
-3% -$33.4K 0.48% 27
2024
Q4 		$1.05M Sell
2,487
-27
-1% -$11.5K 0.52% 27
2024
Q3 		$1.08M Sell
2,514
-593
-19% -$253K 0.55% 25
2024
Q2 		$1.39M Buy
3,107
+193
+7% +$81.5K 0.77% 24
2024
Q1 		$1.23M Sell
2,914
-764
-21% -$309K 0.72% 24
2023
Q4 		$1.38M Buy
3,678
+75
+2% +$26.7K 0.9% 16
2023
Q3 		$1.14M Buy
3,603
+75
+2% +$24.8K 0.86% 21
2023
Q2 		$1.2M Sell
3,528
-166
-4% -$52K 0.92% 20
2023
Q1 		$1.06M Buy
3,694
+735
+25% +$187K 0.93% 20
2022
Q4 		$710K Sell
2,959
-765
-21% -$184K 0.63% 33
2022
Q3 		$867K Buy
3,724
+336
+10% +$88.7K 0.9% 23
2022
Q2 		$870K Sell
3,388
-250
-7% -$67.9K 0.93% 17
2022
Q1 		$1.12M Buy
3,638
+711
+24% +$214K 1.04% 15
2021
Q4 		$984K Buy
+2,927
New +$949K 0.99% 15

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
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

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

Avaii Wealth Management increased its Microsoft (MSFT) stake by 10% in Q3 2026, buying an estimated $116K and bringing the position to 2,731 shares worth $1.41M. The position accounts for 0.41% of the portfolio, ranked #37.

Avaii Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 2,026 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Avaii Wealth Management held 2,731 shares of Microsoft worth $1.41M as of Q3 2026.
  • Avaii Wealth Management bought 251 Microsoft shares in Q3 2026, an estimated $116K.
  • Microsoft made up 0.41% of Avaii Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Avaii Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 2,026 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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