Badgley Phelps Wealth Managers
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Badgley Phelps Wealth Managers’s Microsoft MSFT Stock Holding History

Badgley Phelps Wealth Managers’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 		$335M Buy
653,644
+6,595
+1% +$3.05M 5.78% 1
2026
Q2 		$241M Buy
647,049
+3,693
+0.6% +$1.49M 4.23% 3
2026
Q1 		$238M Sell
643,356
-42,776
-6% -$17.9M 4.74% 1
2025
Q4 		$332M Buy
686,132
+77,104
+13% +$38.6M 6.08% 1
2025
Q3 		$315M Sell
609,028
-42,479
-7% -$21.7M 6.64% 1
2025
Q2 		$324M Buy
651,507
+6,270
+1% +$2.72M 7.18% 1
2025
Q1 		$242M Buy
645,237
+20,398
+3% +$8.32M 5.85% 1
2024
Q4 		$263M Sell
624,839
-10,314
-2% -$4.39M 6.15% 1
2024
Q3 		$273M Buy
635,153
+2,436
+0.4% +$1.04M 6.35% 1
2024
Q2 		$283M Sell
632,717
-1,948
-0.3% -$823K 7% 1
2024
Q1 		$267M Sell
634,665
-2,411
-0.4% -$976K 6.68% 1
2023
Q4 		$240M Buy
637,076
+146,650
+30% +$52.2M 6.53% 1
2023
Q3 		$155M Buy
490,426
+2,221
+0.5% +$734K 5.27% 1
2023
Q2 		$166M Buy
488,205
+53,686
+12% +$16.8M 5.49% 1
2023
Q1 		$125M Buy
434,519
+6,336
+1% +$1.62M 4.61% 2
2022
Q4 		$103M Buy
428,183
+3,288
+0.8% +$789K 4.11% 2
2022
Q3 		$99M Buy
424,895
+5,594
+1% +$1.48M 4.25% 3
2022
Q2 		$108M Buy
419,301
+452
+0.1% +$123K 4.43% 2
2022
Q1 		$129M Sell
418,849
-2,360
-0.6% -$710K 4.49% 2
2021
Q4 		$142M Buy
421,209
+7,484
+2% +$2.43M 4.6% 2
2021
Q3 		$117M Buy
+413,725
New +$120M 4.24% 2

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

Badgley Phelps Wealth Managers's MSFT Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its Microsoft (MSFT) stake by 1% in Q3 2026, buying an estimated $3.05M and bringing the position to 653,644 shares worth $335M. The position accounts for 5.78% of the portfolio, ranked #1.

Badgley Phelps Wealth Managers first reported a position in MSFT in Q3 2021 and has held it in 21 quarters since. 1,943 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Badgley Phelps Wealth Managers held 653,644 shares of Microsoft worth $335M as of Q3 2026.
  • Badgley Phelps Wealth Managers bought 6,595 Microsoft shares in Q3 2026, an estimated $3.05M.
  • Microsoft made up 5.78% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #1 holding.
  • Badgley Phelps Wealth Managers first reported a position in Microsoft in Q3 2021 and has held it in 21 quarters since.
  • 1,943 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.