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

Barlow 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 		$54.5M Buy
102,901
+1,067
+1% +$493K 5.61% 2
2026
Q2 		$39M Buy
101,834
+640
+0.6% +$259K 4.22% 3
2026
Q1 		$42.8M Buy
101,194
+1,890
+2% +$791K 4.75% 3
2025
Q4 		$47.6M Buy
99,304
+1,048
+1% +$525K 5.14% 2
2025
Q3 		$51.1M Buy
98,256
+1,344
+1% +$686K 5.69% 2
2025
Q2 		$47.6M Buy
96,912
+1,159
+1% +$503K 5.7% 1
2025
Q1 		$37.5M Buy
95,753
+2,126
+2% +$867K 4.93% 2
2024
Q4 		$39.9M Buy
93,627
+1,499
+2% +$638K 5.05% 2
2024
Q3 		$37.7M Buy
92,128
+1,343
+1% +$574K 4.93% 2
2024
Q2 		$38.9M Buy
90,785
+701
+0.8% +$296K 5.39% 2
2024
Q1 		$38M Sell
90,084
-5,775
-6% -$2.34M 5.17% 2
2023
Q4 		$36M Buy
+95,859
New +$34.1M 5.12% 2

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Barlow Wealth Partners increased its Microsoft (MSFT) stake by 1% in Q3 2026, buying an estimated $493K and bringing the position to 102,901 shares worth $54.5M. The position accounts for 5.61% of the portfolio, ranked #2.

Barlow Wealth Partners first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Barlow Wealth Partners held 102,901 shares of Microsoft worth $54.5M as of Q3 2026.
  • Barlow Wealth Partners bought 1,067 Microsoft shares in Q3 2026, an estimated $493K.
  • Microsoft made up 5.61% of Barlow Wealth Partners's portfolio in Q3 2026, its #2 holding.
  • Barlow Wealth Partners first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.