Beacon Wealthcare LLC
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Beacon Wealthcare LLC’s Microsoft MSFT Stock Holding History

Beacon Wealthcare LLC’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 		$813K Buy
1,585
+246
+18% +$114K 0.26% 13
2026
Q2 		$499K Buy
1,339
+9
+0.7% +$3.64K 0.16% 15
2026
Q1 		$492K Hold
1,330
– – 0.17% 15
2025
Q4 		$643K Sell
1,330
-101
-7% -$50.6K 0.22% 14
2025
Q3 		$741K Buy
1,431
+101
+8% +$51.5K 0.26% 14
2025
Q2 		$662K Buy
1,330
+30
+2% +$13K 0.25% 14
2025
Q1 		$488K Buy
1,300
+30
+2% +$12.2K 0.2% 14
2024
Q4 		$535K Sell
1,270
-100
-7% -$42.6K 0.22% 14
2024
Q3 		$590K Buy
1,370
+148
+12% +$63.3K 0.24% 16
2024
Q2 		$546K Sell
1,222
-194
-14% -$81.9K 0.24% 14
2024
Q1 		$596K Buy
1,416
+241
+21% +$97.6K 0.27% 14
2023
Q4 		$442K Sell
1,175
-98
-8% -$34.9K 0.21% 15
2023
Q3 		$402K Sell
1,273
-2
-0.2% -$661 0.21% 13
2023
Q2 		$434K Buy
1,275
+21
+2% +$6.58K 0.22% 12
2023
Q1 		$362K Buy
1,254
+198
+19% +$50.5K 0.19% 12
2022
Q4 		$253K Hold
1,056
– – 0.14% 12
2022
Q3 		$246K Hold
1,056
– – 0.14% 10
2022
Q2 		$271K Hold
1,056
– – 0.15% 10
2022
Q1 		$326K Sell
1,056
-329
-24% -$99K 0.16% 10
2021
Q4 		$466K Hold
1,385
– – 0.21% 10
2021
Q3 		$390K Sell
1,385
-336
-20% -$97.8K 0.19% 10
2021
Q2 		$466K Hold
1,721
– – 0.23% 10
2021
Q1 		$406K Buy
+1,721
New +$399K 0.22% 10

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

Beacon Wealthcare LLC's MSFT Position: Q3 2026 in Review

Beacon Wealthcare LLC increased its Microsoft (MSFT) stake by 18% in Q3 2026, buying an estimated $114K and bringing the position to 1,585 shares worth $813K. The position accounts for 0.26% of the portfolio, ranked #13.

Beacon Wealthcare LLC first reported a position in MSFT in Q1 2021 and has held it in 23 quarters since. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Beacon Wealthcare LLC held 1,585 shares of Microsoft worth $813K as of Q3 2026.
  • Beacon Wealthcare LLC bought 246 Microsoft shares in Q3 2026, an estimated $114K.
  • Microsoft made up 0.26% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #13 holding.
  • Beacon Wealthcare LLC first reported a position in Microsoft in Q1 2021 and has held it in 23 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q3 2026, filed 2 Oct 2026.