Balboa Wealth Partners
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Balboa Wealth Partners’s Microsoft MSFT Stock Holding History

Balboa Wealth Partners’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 		$29.8M Buy
58,139
+1,563
+3% +$723K 3.99% 4
2026
Q2 		$21.1M Sell
56,576
-30
-0.1% -$12.1K 2.87% 4
2026
Q1 		$21M Buy
56,606
+575
+1% +$241K 3.51% 3
2025
Q4 		$27.1M Sell
56,031
-105
-0.2% -$52.6K 4.48% 3
2025
Q3 		$29.1M Buy
56,136
+814
+1% +$415K 5.01% 3
2025
Q2 		$27.5M Buy
55,322
+820
+2% +$356K 5.52% 3
2025
Q1 		$20.5M Sell
54,502
-509
-0.9% -$208K 4.94% 4
2024
Q4 		$23.2M Sell
55,011
-910
-2% -$388K 5.29% 3
2024
Q3 		$24.1M Sell
55,921
-2,014
-3% -$861K 5.99% 3
2024
Q2 		$25.9M Buy
57,935
+1,825
+3% +$771K 6.84% 3
2024
Q1 		$23.6M Sell
56,110
-4,379
-7% -$1.77M 6.95% 3
2023
Q4 		$22.7M Buy
60,489
+47
+0.1% +$16.7K 7.56% 2
2023
Q3 		$19.1M Buy
60,442
+756
+1% +$250K 7.16% 2
2023
Q2 		$20.3M Buy
59,686
+117
+0.2% +$36.7K 7.09% 2
2023
Q1 		$17.2M Sell
59,569
-3,851
-6% -$982K 6.49% 2
2022
Q4 		$15.2M Buy
63,420
+1,452
+2% +$348K 6.86% 2
2022
Q3 		$14.4M Buy
+61,968
New +$16.4M 6.35% 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

Balboa Wealth Partners's MSFT Position: Q3 2026 in Review

Balboa Wealth Partners increased its Microsoft (MSFT) stake by 2.8% in Q3 2026, buying an estimated $723K and bringing the position to 58,139 shares worth $29.8M. The position accounts for 3.99% of the portfolio, ranked #4.

Balboa Wealth Partners first reported a position in MSFT in Q3 2022 and has held it in 17 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Balboa Wealth Partners held 58,139 shares of Microsoft worth $29.8M as of Q3 2026.
  • Balboa Wealth Partners bought 1,563 Microsoft shares in Q3 2026, an estimated $723K.
  • Microsoft made up 3.99% of Balboa Wealth Partners's portfolio in Q3 2026, its #4 holding.
  • Balboa Wealth Partners first reported a position in Microsoft in Q3 2022 and has held it in 17 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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