BostonPremier Wealth’s Microsoft MSFT Stock Holding History

BostonPremier Wealth’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	$1.56M	Sell	3,049 -259	-8%	-$120K	0.64%	16
2026 Q2	$1.23M	Buy	3,308 +410	+14%	+$166K	0.52%	18
2026 Q1	$1.07M	Sell	2,898 -288	-9%	-$121K	0.55%	18
2025 Q4	$1.54M	Buy	3,186 +152	+5%	+$76.2K	0.79%	17
2025 Q3	$1.57M	Buy	3,034 +92	+3%	+$46.9K	0.78%	18
2025 Q2	$1.46M	Buy	2,942 +539	+22%	+$234K	0.81%	16
2025 Q1	$902K	Sell	2,403 -45	-2%	-$18.3K	0.56%	20
2024 Q4	$1.03M	Buy	+2,448	New	+$1.04M	0.63%	19

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

BostonPremier Wealth's MSFT Position: Q3 2026 in Review

BostonPremier Wealth reduced its Microsoft (MSFT) stake by 7.8% in Q3 2026, selling an estimated $120K and leaving 3,049 shares worth $1.56M. The position accounts for 0.64% of the portfolio, ranked #16.

BostonPremier Wealth first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.57M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

BostonPremier Wealth held 3,049 shares of Microsoft worth $1.56M as of Q3 2026.
BostonPremier Wealth sold 259 Microsoft shares in Q3 2026, an estimated $120K.
Microsoft made up 0.64% of BostonPremier Wealth's portfolio in Q3 2026, its #16 holding.
BostonPremier Wealth first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
BostonPremier Wealth's Microsoft position peaked at $1.57M in Q3 2025.
1,406 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.