BetterWealth
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BetterWealth’s Microsoft MSFT Stock Holding History

BetterWealth’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 		$937K Buy
1,826
+6
+0.3% +$2.78K 0.16% 30
2026
Q2 		$679K Buy
1,820
+379
+26% +$153K 0.12% 44
2026
Q1 		$533K Buy
1,441
+351
+32% +$147K 0.1% 43
2025
Q4 		$527K Sell
1,090
-123
-10% -$61.6K 0.12% 38
2025
Q3 		$628K Sell
1,213
-840
-41% -$429K 0.15% 36
2025
Q2 		$1.02M Sell
2,053
-26
-1% -$11.3K 0.26% 29
2025
Q1 		$780K Sell
2,079
-370
-15% -$151K 0.22% 31
2024
Q4 		$1.03M Sell
2,449
-390
-14% -$166K 0.28% 31
2024
Q3 		$1.22M Sell
2,839
-2,274
-44% -$972K 0.36% 26
2024
Q2 		$2.29M Buy
5,113
+76
+2% +$32.1K 0.73% 17
2024
Q1 		$2.12M Sell
5,037
-100
-2% -$40.5K 0.69% 17
2023
Q4 		$1.93M Buy
5,137
+109
+2% +$38.8K 0.66% 19
2023
Q3 		$1.59M Buy
5,028
+711
+16% +$235K 0.64% 18
2023
Q2 		$1.47M Buy
4,317
+5
+0.1% +$1.57K 0.57% 19
2023
Q1 		$1.24M Buy
4,312
+6
+0.1% +$1.53K 0.5% 19
2022
Q4 		$1.03M Buy
4,306
+7
+0.2% +$1.68K 0.46% 16
2022
Q3 		$1M Buy
4,299
+519
+14% +$137K 0.52% 16
2022
Q2 		$971K Buy
3,780
+5
+0.1% +$1.36K 0.48% 18
2022
Q1 		$1.16M Sell
3,775
-261
-6% -$78.5K 1.56% 9
2021
Q4 		$1.36M Buy
+4,036
New +$1.31M 0.95% 12

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

BetterWealth's MSFT Position: Q3 2026 in Review

BetterWealth increased its Microsoft (MSFT) stake by 0.33% in Q3 2026, buying an estimated $2.78K and bringing the position to 1,826 shares worth $937K. The position accounts for 0.16% of the portfolio, ranked #30.

BetterWealth first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.29M in Q2 2024. 1,943 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • BetterWealth held 1,826 shares of Microsoft worth $937K as of Q3 2026.
  • BetterWealth bought 6 Microsoft shares in Q3 2026, an estimated $2.78K.
  • Microsoft made up 0.16% of BetterWealth's portfolio in Q3 2026, its #30 holding.
  • BetterWealth first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • BetterWealth's Microsoft position peaked at $2.29M in Q2 2024.
  • 1,943 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.