BridgePort Financial Solutions
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BridgePort Financial Solutions’s Microsoft MSFT Stock Holding History

BridgePort Financial Solutions’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 		$8.64M Buy
16,844
+2,032
+14% +$940K 2.01% 8
2026
Q2 		$5.53M Buy
14,812
+1,720
+13% +$696K 1.41% 18
2026
Q1 		$4.85M Sell
13,092
-1,767
-12% -$739K 1.37% 17
2025
Q4 		$7.19M Sell
14,859
-2,030
-12% -$1.02M 1.93% 9
2025
Q3 		$8.75M Buy
16,889
+5,084
+43% +$2.59M 2.35% 8
2025
Q2 		$5.87M Buy
11,805
+250
+2% +$109K 1.95% 9
2025
Q1 		$4.34M Buy
11,555
+26
+0.2% +$10.6K 1.96% 9
2024
Q4 		$4.53M Buy
+11,529
New +$4.91M 2.05% 8

Other funds holding MSFT

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
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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

BridgePort Financial Solutions's MSFT Position: Q3 2026 in Review

BridgePort Financial Solutions increased its Microsoft (MSFT) stake by 14% in Q3 2026, buying an estimated $940K and bringing the position to 16,844 shares worth $8.64M. The position accounts for 2.01% of the portfolio, ranked #8.

BridgePort Financial Solutions first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.75M in Q3 2025. 4,042 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • BridgePort Financial Solutions held 16,844 shares of Microsoft worth $8.64M as of Q3 2026.
  • BridgePort Financial Solutions bought 2,032 Microsoft shares in Q3 2026, an estimated $940K.
  • Microsoft made up 2.01% of BridgePort Financial Solutions's portfolio in Q3 2026, its #8 holding.
  • BridgePort Financial Solutions first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • BridgePort Financial Solutions's Microsoft position peaked at $8.75M in Q3 2025.
  • 4,042 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on BridgePort Financial Solutions's 13F filing for Q3 2026, filed 2 Nov 2026.