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Bluesphere Advisors’s Microsoft MSFT Stock Holding History

Bluesphere 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 		$8.18M Buy
15,941
+331
+2% +$153K 2.51% 6
2026
Q2 		$5.82M Sell
15,610
-23
-0.1% -$9.31K 1.8% 9
2026
Q1 		$5.79M Buy
15,633
+966
+7% +$404K 2.06% 7
2025
Q4 		$7.09M Buy
14,667
+2
+0% +$1K 3.14% 6
2025
Q3 		$7.6M Sell
14,665
-425
-3% -$217K 3.48% 5
2025
Q2 		$7.51M Sell
15,090
-20
-0.1% -$8.68K 3.74% 5
2025
Q1 		$5.67M Sell
15,110
-4,259
-22% -$1.74M 3.25% 5
2024
Q4 		$8.16M Sell
19,369
-310
-2% -$132K 4% 6
2024
Q3 		$8.47M Buy
19,679
+343
+2% +$147K 4.19% 5
2024
Q2 		$8.64M Buy
19,336
+1,130
+6% +$477K 4.4% 4
2024
Q1 		$7.66M Sell
18,206
-319
-2% -$129K 4.24% 4
2023
Q4 		$6.97M Buy
18,525
+172
+0.9% +$61.2K 4.32% 4
2023
Q3 		$5.79M Sell
18,353
-329
-2% -$109K 4.17% 4
2023
Q2 		$6.36M Sell
18,682
-136
-0.7% -$42.6K 4.44% 3
2023
Q1 		$5.43M Sell
18,818
-116
-0.6% -$29.6K 4.5% 4
2022
Q4 		$4.54M Sell
18,934
-825
-4% -$198K 4.03% 4
2022
Q3 		$4.6M Sell
19,759
-385
-2% -$102K 4.59% 4
2022
Q2 		$5.17M Buy
20,144
+620
+3% +$168K 5.02% 4
2022
Q1 		$6.02M Buy
19,524
+86
+0.4% +$25.9K 5.09% 4
2021
Q4 		$6.54M Buy
19,438
+12
+0.1% +$3.89K 5.43% 4
2021
Q3 		$5.48M Sell
19,426
-60
-0.3% -$17.5K 5.26% 3
2021
Q2 		$5.28M Buy
19,486
+746
+4% +$190K 4.67% 4
2021
Q1 		$4.42M Buy
18,740
+837
+5% +$194K 3.99% 7
2020
Q4 		$3.98M Buy
+17,903
New +$3.85M 4.27% 7

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Bluesphere Advisors's MSFT Position: Q3 2026 in Review

Bluesphere Advisors increased its Microsoft (MSFT) stake by 2.1% in Q3 2026, buying an estimated $153K and bringing the position to 15,941 shares worth $8.18M. The position accounts for 2.51% of the portfolio, ranked #6.

Bluesphere Advisors first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.64M in Q2 2024. 1,384 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Bluesphere Advisors held 15,941 shares of Microsoft worth $8.18M as of Q3 2026.
  • Bluesphere Advisors bought 331 Microsoft shares in Q3 2026, an estimated $153K.
  • Microsoft made up 2.51% of Bluesphere Advisors's portfolio in Q3 2026, its #6 holding.
  • Bluesphere Advisors first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • Bluesphere Advisors's Microsoft position peaked at $8.64M in Q2 2024.
  • 1,384 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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