Blue Zone Wealth Advisors
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Blue Zone Wealth Advisors’s Microsoft MSFT Stock Holding History

Blue Zone 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 		$35.6M Buy
69,426
+8,118
+13% +$3.75M 5.6% 4
2026
Q2 		$22.9M Buy
61,308
+1,006
+2% +$407K 3.99% 7
2026
Q1 		$22.3M Buy
60,302
+20,494
+51% +$8.58M 4.54% 5
2025
Q4 		$19.3M Buy
39,808
+10,621
+36% +$5.32M 3.68% 6
2025
Q3 		$15.1M Buy
29,187
+11,507
+65% +$5.87M 3.02% 6
2025
Q2 		$8.79M Sell
17,680
-73
-0.4% -$31.7K 2.2% 9
2025
Q1 		$6.66M Sell
17,753
-77
-0.4% -$31.4K 1.85% 16
2024
Q4 		$7.52M Buy
17,830
+46
+0.3% +$19.6K 2.17% 13
2024
Q3 		$7.65M Buy
17,784
+448
+3% +$192K 2.38% 7
2024
Q2 		$7.75M Buy
17,336
+19
+0.1% +$8.02K 2.67% 5
2024
Q1 		$7.29M Buy
17,317
+870
+5% +$352K 2.5% 8
2023
Q4 		$6.18M Sell
16,447
-54
-0.3% -$19.2K 2.47% 9
2023
Q3 		$5.21M Hold
16,501
– – 2.29% 12
2023
Q2 		$5.62M Buy
16,501
+87
+0.5% +$27.3K 2.59% 8
2023
Q1 		$4.73M Sell
16,414
-250
-2% -$63.8K 2.53% 12
2022
Q4 		$4M Buy
16,664
+1
+0% +$240 2.13% 12
2022
Q3 		$3.88M Sell
16,663
-1,816
-10% -$480K 2.01% 13
2022
Q2 		$4.75M Buy
18,479
+338
+2% +$91.7K 2.15% 8
2022
Q1 		$5.59M Buy
18,141
+1,969
+12% +$592K 2.09% 9
2021
Q4 		$5.44M Buy
16,172
+805
+5% +$261K 1.8% 12
2021
Q3 		$4.33M Buy
15,367
+25
+0.2% +$7.27K 1.5% 18
2021
Q2 		$4.16M Buy
15,342
+198
+1% +$50.3K 1.56% 19
2021
Q1 		$3.57M Sell
15,144
-1,467
-9% -$340K 1.52% 19
2020
Q4 		$3.7M Buy
16,611
+1,000
+6% +$215K 1.78% 18
2020
Q3 		$3.28M Buy
15,611
+4,296
+38% +$902K 1.85% 15
2020
Q2 		$2.3M Sell
11,315
-1,185
-9% -$215K 1.29% 19
2020
Q1 		$1.97M Buy
12,500
+9,012
+258% +$1.48M 1.85% 15
2019
Q4 		$550K Buy
+3,488
New +$512K 0.35% 29

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

Blue Zone Wealth Advisors's MSFT Position: Q3 2026 in Review

Blue Zone Wealth Advisors increased its Microsoft (MSFT) stake by 13% in Q3 2026, buying an estimated $3.75M and bringing the position to 69,426 shares worth $35.6M. The position accounts for 5.6% of the portfolio, ranked #4.

Blue Zone Wealth Advisors first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Blue Zone Wealth Advisors held 69,426 shares of Microsoft worth $35.6M as of Q3 2026.
  • Blue Zone Wealth Advisors bought 8,118 Microsoft shares in Q3 2026, an estimated $3.75M.
  • Microsoft made up 5.6% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #4 holding.
  • Blue Zone Wealth Advisors first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.