Boyce & Associates Wealth Consulting’s Microsoft MSFT Stock Holding History

Boyce & Associates Wealth Consulting’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	$680K	Sell	1,326 -625	-32%	-$289K	0.41%	42
2026 Q2	$728K	Sell	1,951 -1,572	-45%	-$636K	0.5%	41
2026 Q1	$1.3M	Buy	3,523 +3,089	+712%	+$1.29M	0.99%	27
2025 Q4	$210K	Buy	434 +1	+0.2%	+$501	0.18%	69
2025 Q3	$224K	Hold	433	–	–	0.18%	70
2025 Q2	$455K	Buy	+433	New	+$188K	0.42%	44

Other funds holding MSFT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Boyce & Associates Wealth Consulting's MSFT Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting reduced its Microsoft (MSFT) stake by 32% in Q3 2026, selling an estimated $289K and leaving 1,326 shares worth $680K. The position accounts for 0.41% of the portfolio, ranked #42.

Boyce & Associates Wealth Consulting first reported a position in MSFT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.3M in Q1 2026. 842 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Boyce & Associates Wealth Consulting held 1,326 shares of Microsoft worth $680K as of Q3 2026.
Boyce & Associates Wealth Consulting sold 625 Microsoft shares in Q3 2026, an estimated $289K.
Microsoft made up 0.41% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #42 holding.
Boyce & Associates Wealth Consulting first reported a position in Microsoft in Q2 2025 and has held it in 6 quarters since.
Boyce & Associates Wealth Consulting's Microsoft position peaked at $1.3M in Q1 2026.
842 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.