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Boomfish Wealth Group’s Microsoft MSFT Stock Holding History

Boomfish Wealth Group’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 		$8.4M Sell
16,371
-143
-0.9% -$66.1K 3.63% 3
2026
Q2 		$6.16M Buy
16,514
+7,434
+82% +$3.01M 2.81% 9
2026
Q1 		$3.36M Buy
9,080
+281
+3% +$118K 1.79% 13
2025
Q4 		$4.26M Sell
8,799
-236
-3% -$118K 2.27% 8
2025
Q3 		$4.68M Buy
9,035
+361
+4% +$184K 2.52% 5
2025
Q2 		$4.31M Buy
8,674
+48
+0.6% +$20.8K 2.49% 5
2025
Q1 		$3.24M Buy
8,626
+252
+3% +$103K 2.1% 6
2024
Q4 		$3.53M Buy
8,374
+177
+2% +$75.4K 2.14% 7
2024
Q3 		$3.53M Sell
8,197
-213
-3% -$91K 2.16% 6
2024
Q2 		$3.76M Sell
8,410
-345
-4% -$146K 2.43% 3
2024
Q1 		$3.68M Sell
8,755
-903
-9% -$366K 2.48% 2
2023
Q4 		$3.63M Buy
+9,658
New +$3.44M 2.62% 2

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

Boomfish Wealth Group's MSFT Position: Q3 2026 in Review

Boomfish Wealth Group reduced its Microsoft (MSFT) stake by 0.87% in Q3 2026, selling an estimated $66.1K and leaving 16,371 shares worth $8.4M. The position accounts for 3.63% of the portfolio, ranked #3.

Boomfish Wealth Group first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 3,046 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Boomfish Wealth Group held 16,371 shares of Microsoft worth $8.4M as of Q3 2026.
  • Boomfish Wealth Group sold 143 Microsoft shares in Q3 2026, an estimated $66.1K.
  • Microsoft made up 3.63% of Boomfish Wealth Group's portfolio in Q3 2026, its #3 holding.
  • Boomfish Wealth Group first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 3,046 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.