Briaud Financial Planning
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Briaud Financial Planning’s Microsoft MSFT Stock Holding History

Briaud Financial Planning’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 		$813K Buy
1,584
+198
+14% +$91.6K 0.18% 19
2026
Q2 		$517K Hold
1,386
– – 0.14% 25
2026
Q1 		$513K Hold
1,386
– – 0.13% 20
2025
Q4 		$670K Sell
1,386
-13
-0.9% -$6.52K 0.17% 17
2025
Q3 		$724K Sell
1,399
-62
-4% -$31.6K 0.24% 15
2025
Q2 		$727K Buy
1,461
+90
+7% +$39.1K 0.29% 14
2025
Q1 		$514K Hold
1,371
– – 0.2% 16
2024
Q4 		$578K Buy
1,371
+374
+38% +$159K 0.24% 16
2024
Q3 		$429K Buy
997
+100
+11% +$42.7K 0.22% 15
2024
Q2 		$401K Sell
897
-1
-0.1% -$422 0.23% 15
2024
Q1 		$378K Buy
+898
New +$364K 0.21% 14
2023
Q4 		– Sell
-981
Closed -$309K – 108
2023
Q3 		$309K Hold
981
– – 0.25% 16
2023
Q2 		$334K Buy
981
+98
+11% +$30.7K 0.32% 15
2023
Q1 		$254K Sell
883
-24
-3% -$6.12K 0.24% 16
2022
Q4 		$217K Sell
907
-436
-32% -$105K 0.18% 21
2022
Q3 		$316K Buy
1,343
+396
+42% +$105K 0.28% 18
2022
Q2 		$243K Hold
947
– – 0.16% 22
2022
Q1 		$291K Buy
947
+54
+6% +$16.2K 0.17% 19
2021
Q4 		$300K Sell
893
-20
-2% -$6.48K 0.16% 17
2021
Q3 		$257K Sell
913
-170
-16% -$49.5K 0.17% 16
2021
Q2 		$293K Sell
1,083
-45
-4% -$11.4K 0.2% 15
2021
Q1 		$266K Buy
1,128
+200
+22% +$46.4K 0.2% 17
2020
Q4 		$206K Buy
+928
New +$200K 0.13% 18
2020
Q3 		– Sell
-1,115
Closed -$226K – 20
2020
Q2 		$226K Buy
+1,115
New +$202K 0.17% 17

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

Briaud Financial Planning's MSFT Position: Q3 2026 in Review

Briaud Financial Planning increased its Microsoft (MSFT) stake by 14% in Q3 2026, buying an estimated $91.6K and bringing the position to 1,584 shares worth $813K. The position accounts for 0.18% of the portfolio, ranked #19.

Briaud Financial Planning first reported a position in MSFT in Q2 2020 and has held it in 24 quarters since. 1,856 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Briaud Financial Planning held 1,584 shares of Microsoft worth $813K as of Q3 2026.
  • Briaud Financial Planning bought 198 Microsoft shares in Q3 2026, an estimated $91.6K.
  • Microsoft made up 0.18% of Briaud Financial Planning's portfolio in Q3 2026, its #19 holding.
  • Briaud Financial Planning first reported a position in Microsoft in Q2 2020 and has held it in 24 quarters since.
  • 1,856 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.