Brian Low Financial Group
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Brian Low Financial Group’s Microsoft MSFT Stock Holding History

Brian Low Financial 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 		$7.56M Sell
14,746
-2,135
-13% -$987K 4.22% 4
2026
Q2 		$6.3M Buy
16,881
+1,962
+13% +$794K 3.67% 4
2026
Q1 		$5.52M Buy
14,919
+3,607
+32% +$1.51M 3.75% 3
2025
Q4 		$5.47M Sell
11,312
-353
-3% -$177K 3.88% 3
2025
Q3 		$6.04M Buy
11,665
+1,634
+16% +$834K 4.69% 2
2025
Q2 		$4.99M Buy
+10,031
New +$4.36M 4.67% 2

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Brian Low Financial Group's MSFT Position: Q3 2026 in Review

Brian Low Financial Group reduced its Microsoft (MSFT) stake by 13% in Q3 2026, selling an estimated $987K and leaving 14,746 shares worth $7.56M. The position accounts for 4.22% of the portfolio, ranked #4.

Brian Low Financial Group first reported a position in MSFT in Q2 2025 and has held it in 6 quarters since. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Brian Low Financial Group held 14,746 shares of Microsoft worth $7.56M as of Q3 2026.
  • Brian Low Financial Group sold 2,135 Microsoft shares in Q3 2026, an estimated $987K.
  • Microsoft made up 4.22% of Brian Low Financial Group's portfolio in Q3 2026, its #4 holding.
  • Brian Low Financial Group first reported a position in Microsoft in Q2 2025 and has held it in 6 quarters since.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Brian Low Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.