BCU Wealth Advisors’s Microsoft MSFT Stock Holding History

BCU Wealth Advisors’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	$312K	Sell	609 -23	-4%	-$10.6K	0.1%	59
2026 Q2	$236K	Sell	632 -78	-11%	-$31.6K	0.08%	62
2026 Q1	$263K	Hold	710	–	–	0.1%	54
2025 Q4	$343K	Hold	710	–	–	0.13%	46
2025 Q3	$368K	Sell	710 -485	-41%	-$247K	0.15%	44
2025 Q2	$594K	Buy	+1,195	New	+$519K	0.27%	33
2025 Q1	–	Sell	-532	Closed	-$224K	–	55
2024 Q4	$224K	Hold	532	–	–	0.13%	48
2024 Q3	$229K	Hold	532	–	–	0.14%	45
2024 Q2	$238K	Hold	532	–	–	0.18%	42
2024 Q1	$224K	Buy	+532	New	+$215K	0.19%	44

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

BCU Wealth Advisors's MSFT Position: Q3 2026 in Review

BCU Wealth Advisors reduced its Microsoft (MSFT) stake by 3.6% in Q3 2026, selling an estimated $10.6K and leaving 609 shares worth $312K. The position accounts for 0.1% of the portfolio, ranked #59.

BCU Wealth Advisors first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $594K in Q2 2025. 1,727 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

BCU Wealth Advisors held 609 shares of Microsoft worth $312K as of Q3 2026.
BCU Wealth Advisors sold 23 Microsoft shares in Q3 2026, an estimated $10.6K.
Microsoft made up 0.1% of BCU Wealth Advisors's portfolio in Q3 2026, its #59 holding.
BCU Wealth Advisors first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
BCU Wealth Advisors's Microsoft position peaked at $594K in Q2 2025.
1,727 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on BCU Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.