Baker Tilly Wealth Management
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Baker Tilly Wealth Management’s Microsoft MSFT Stock Holding History

Baker Tilly 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 		$11.1M Buy
21,586
+466
+2% +$216K 2.17% 10
2026
Q2 		$7.88M Buy
21,120
+1,650
+8% +$668K 1.67% 13
2026
Q1 		$7.21M Buy
19,470
+30
+0.2% +$12.6K 1.75% 14
2025
Q4 		$9.4M Buy
19,440
+415
+2% +$208K 2.32% 5
2025
Q3 		$9.9M Buy
19,025
+601
+3% +$307K 2.23% 8
2025
Q2 		$9.16M Buy
18,424
+30
+0.2% +$13K 3.27% 4
2025
Q1 		$6.9M Buy
18,394
+774
+4% +$316K 2.71% 4
2024
Q4 		$7.43M Buy
17,620
+305
+2% +$130K 2.91% 4
2024
Q3 		$7.45M Sell
17,315
-3,275
-16% -$1.4M 3.3% 3
2024
Q2 		$9.2M Sell
20,590
-27,304
-57% -$11.5M 3.76% 2
2024
Q1 		$20.2M Sell
47,894
-2,150
-4% -$870K 3.64% 2
2023
Q4 		$18.8M Buy
50,044
+236
+0.5% +$84K 3.09% 2
2023
Q3 		$15.7M Sell
49,808
-47,560
-49% -$15.7M 2.59% 5
2023
Q2 		$33.2M Sell
97,368
-4,566
-4% -$1.43M 3.48% 2
2023
Q1 		$29.4M Buy
101,934
+1,343
+1% +$343K 3.3% 2
2022
Q4 		$24.1M Buy
100,591
+8,333
+9% +$2M 2.97% 3
2022
Q3 		$21.5M Sell
92,258
-1,411
-2% -$373K 2.93% 4
2022
Q2 		$24.1M Buy
93,669
+4,894
+6% +$1.33M 3.16% 3
2022
Q1 		$27.4M Buy
88,775
+5,487
+7% +$1.65M 3.03% 3
2021
Q4 		$28M Buy
83,288
+7,914
+10% +$2.57M 3.01% 3
2021
Q3 		$21.2M Buy
75,374
+3,128
+4% +$910K 2.81% 3
2021
Q2 		$19.6M Buy
72,246
+7,406
+11% +$1.88M 3.16% 2
2021
Q1 		$15.3M Buy
64,840
+21,162
+48% +$4.91M 3.13% 1
2020
Q4 		$9.7M Buy
+43,678
New +$9.39M 3% 4

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

Baker Tilly Wealth Management's MSFT Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Microsoft (MSFT) stake by 2.2% in Q3 2026, buying an estimated $216K and bringing the position to 21,586 shares worth $11.1M. The position accounts for 2.17% of the portfolio, ranked #10.

Baker Tilly Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $33.2M in Q2 2023. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Baker Tilly Wealth Management held 21,586 shares of Microsoft worth $11.1M as of Q3 2026.
  • Baker Tilly Wealth Management bought 466 Microsoft shares in Q3 2026, an estimated $216K.
  • Microsoft made up 2.17% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Baker Tilly Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Microsoft position peaked at $33.2M in Q2 2023.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.