Brown Wealth Management’s Microsoft MSFT Stock Holding History

Brown 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	$2.44M	Buy	4,748 +939	+25%	+$434K	0.53%	32
2026 Q2	$1.42M	Sell	3,809 -1,263	-25%	-$511K	0.32%	47
2026 Q1	$1.88M	Buy	5,072 +596	+13%	+$249K	0.48%	35
2025 Q4	$2.16M	Sell	4,476 -120	-3%	-$60.1K	0.57%	33
2025 Q3	$2.38M	Buy	4,596 +608	+15%	+$310K	0.67%	35
2025 Q2	$1.98M	Buy	3,988 +978	+32%	+$425K	0.62%	37
2025 Q1	$1.13M	Buy	3,010 +51	+2%	+$20.8K	0.39%	46
2024 Q4	$1.25M	Buy	2,959 +86	+3%	+$36.6K	0.44%	39
2024 Q3	$1.24M	Buy	2,873 +121	+4%	+$51.7K	0.45%	36
2024 Q2	$1.23M	Buy	2,752 +20	+0.7%	+$8.45K	0.5%	38
2024 Q1	$1.15M	Buy	2,732 +1,046	+62%	+$423K	0.48%	37
2023 Q4	$634K	Buy	1,686 +64	+4%	+$22.8K	0.28%	47
2023 Q3	$512K	Sell	1,622 -501	-24%	-$166K	0.24%	47
2023 Q2	$723K	Buy	+2,123	New	+$665K	0.37%	45

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

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

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

Brown Wealth Management increased its Microsoft (MSFT) stake by 25% in Q3 2026, buying an estimated $434K and bringing the position to 4,748 shares worth $2.44M. The position accounts for 0.53% of the portfolio, ranked #32.

Brown Wealth Management first reported a position in MSFT in Q2 2023 and has held it in 14 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Brown Wealth Management held 4,748 shares of Microsoft worth $2.44M as of Q3 2026.
Brown Wealth Management bought 939 Microsoft shares in Q3 2026, an estimated $434K.
Microsoft made up 0.53% of Brown Wealth Management's portfolio in Q3 2026, its #32 holding.
Brown Wealth Management first reported a position in Microsoft in Q2 2023 and has held it in 14 quarters since.
2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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