BDF Gestion’s Microsoft MSFT Stock Holding History

BDF Gestion’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	$59.4M	Sell	115,831 -15,666	-12%	-$7.24M	8.05%	3
2026 Q2	$5.73M	Sell	131,497 -19,315	-13%	-$7.81M	0.77%	21
2026 Q1	$55.8M	Buy	150,812 +8,644	+6%	+$3.62M	7.46%	3
2025 Q4	$68.8M	Sell	142,168 -9,473	-6%	-$4.75M	8.4%	3
2025 Q3	$78.5M	Sell	151,641 -31,525	-17%	-$16.1M	9.29%	2
2025 Q2	$91.1M	Sell	183,166 -33,723	-16%	-$14.6M	10.2%	2
2025 Q1	$81.4M	Hold	216,889	–	–	8.88%	2
2024 Q4	$91.4M	Sell	216,889 -15,293	-7%	-$6.51M	9.38%	2
2024 Q3	$14.3M	Sell	232,182 -2,250	-1%	-$962K	1.54%	7
2024 Q2	$105M	Buy	+234,432	New	+$99M	10.08%	1

Other funds holding MSFT

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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

BDF Gestion's MSFT Position: Q3 2026 in Review

BDF Gestion reduced its Microsoft (MSFT) stake by 12% in Q3 2026, selling an estimated $7.24M and leaving 115,831 shares worth $59.4M. The position accounts for 8.05% of the portfolio, ranked #3.

BDF Gestion first reported a position in MSFT in Q2 2024 and has held it in 10 quarters since. The position peaked at $105M in Q2 2024. 1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

BDF Gestion held 115,831 shares of Microsoft worth $59.4M as of Q3 2026.
BDF Gestion sold 15,666 Microsoft shares in Q3 2026, an estimated $7.24M.
Microsoft made up 8.05% of BDF Gestion's portfolio in Q3 2026, its #3 holding.
BDF Gestion first reported a position in Microsoft in Q2 2024 and has held it in 10 quarters since.
BDF Gestion's Microsoft position peaked at $105M in Q2 2024.
1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on BDF Gestion's 13F filing for Q3 2026, filed 19 Oct 2026.