Bestgate Wealth Advisors’s Microsoft MSFT Stock Holding History

Bestgate 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	$1.22M	Buy	2,385 +1,383	+138%	+$640K	0.77%	18
2026 Q2	$374K	Hold	1,002	–	–	0.6%	32
2026 Q1	$371K	Sell	1,002 -159	-14%	-$66.5K	0.67%	32
2025 Q4	$562K	Buy	1,161 +115	+11%	+$57.6K	0.99%	26
2025 Q3	$542K	Buy	1,046 +46	+5%	+$23.5K	0.96%	25
2025 Q2	$375K	Hold	1,000	–	–	0.78%	31
2025 Q1	$375K	Sell	1,000 -15	-1%	-$6.12K	0.78%	31
2024 Q4	$428K	Buy	+1,015	New	+$432K	0.86%	29

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

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

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

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

Bestgate Wealth Advisors increased its Microsoft (MSFT) stake by 138% in Q3 2026, buying an estimated $640K and bringing the position to 2,385 shares worth $1.22M. The position accounts for 0.77% of the portfolio, ranked #18.

Bestgate Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 1,071 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Bestgate Wealth Advisors held 2,385 shares of Microsoft worth $1.22M as of Q3 2026.
Bestgate Wealth Advisors bought 1,383 Microsoft shares in Q3 2026, an estimated $640K.
Microsoft made up 0.77% of Bestgate Wealth Advisors's portfolio in Q3 2026, its #18 holding.
Bestgate Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
1,071 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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