BOS Asset Management
MSFT icon

BOS Asset Management’s Microsoft MSFT Stock Holding History

BOS Asset Management’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 		$3.71M Sell
7,231
-108
-1% -$49.9K 0.87% 30
2026
Q2 		$2.74M Sell
7,339
-173
-2% -$70K 0.64% 36
2026
Q1 		$2.78M Buy
7,512
+496
+7% +$208K 0.71% 35
2025
Q4 		$3.39M Sell
7,016
-142
-2% -$71.2K 0.91% 31
2025
Q3 		$3.71M Sell
7,158
-12
-0.2% -$6.12K 1.04% 27
2025
Q2 		$3.57M Sell
7,170
-137
-2% -$59.5K 1.14% 23
2025
Q1 		$2.74M Buy
7,307
+167
+2% +$68.1K 0.94% 26
2024
Q4 		$3.01M Sell
7,140
-327
-4% -$139K 1.08% 24
2024
Q3 		$3.21M Buy
7,467
+45
+0.6% +$19.2K 1.18% 20
2024
Q2 		$3.32M Buy
7,422
+189
+3% +$79.8K 1.53% 17
2024
Q1 		$3.04M Buy
7,233
+198
+3% +$80.2K 1.6% 19
2023
Q4 		$2.65M Buy
7,035
+139
+2% +$49.5K 1.81% 10
2023
Q3 		$2.18M Sell
6,896
-20
-0.3% -$6.61K 1.6% 13
2023
Q2 		$2.36M Buy
6,916
+665
+11% +$208K 1.83% 13
2023
Q1 		$1.8M Sell
6,251
-73
-1% -$18.6K 1.5% 18
2022
Q4 		$1.52M Buy
+6,324
New +$1.52M 1.35% 21

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

BOS Asset Management's MSFT Position: Q3 2026 in Review

BOS Asset Management reduced its Microsoft (MSFT) stake by 1.5% in Q3 2026, selling an estimated $49.9K and leaving 7,231 shares worth $3.71M. The position accounts for 0.87% of the portfolio, ranked #30.

BOS Asset Management first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. 2,169 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • BOS Asset Management held 7,231 shares of Microsoft worth $3.71M as of Q3 2026.
  • BOS Asset Management sold 108 Microsoft shares in Q3 2026, an estimated $49.9K.
  • Microsoft made up 0.87% of BOS Asset Management's portfolio in Q3 2026, its #30 holding.
  • BOS Asset Management first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • 2,169 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.