Boyd Wealth Management
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Boyd Wealth Management’s Microsoft MSFT Stock Holding History

Boyd Wealth 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 		$802K Buy
+1,564
New +$723K 0.28% 34
2026
Q1 		– Sell
-432
Closed -$209K – 50
2025
Q4 		$209K Buy
432
+6
+1% +$3.01K 0.09% 47
2025
Q3 		$221K Sell
426
-500
-54% -$255K 0.1% 46
2025
Q2 		$461K Buy
+926
New +$402K 0.2% 38

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Boyd Wealth Management's MSFT Position: Q3 2026 in Review

Boyd Wealth Management opened a new position in Microsoft (MSFT) in Q3 2026: 1,564 shares worth $802K. The stake represents 0.28% of the portfolio and ranks #34 among its holdings. This is a return to the name: Boyd Wealth Management previously reported a position in MSFT as recently as Q4 2025.

Boyd Wealth Management first reported a position in MSFT in Q2 2025 and has held it in 4 quarters since. 2,392 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Boyd Wealth Management held 1,564 shares of Microsoft worth $802K as of Q3 2026.
  • Microsoft was a new Boyd Wealth Management position in Q3 2026.
  • Microsoft made up 0.28% of Boyd Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Boyd Wealth Management first reported a position in Microsoft in Q2 2025 and has held it in 4 quarters since.
  • 2,392 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.