Capital Wealth Alliance
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Capital Wealth Alliance’s Microsoft MSFT Stock Holding History

Capital Wealth Alliance’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 		$2.32M Buy
4,524
+461
+11% +$213K 1.01% 23
2026
Q2 		$1.52M Buy
4,063
+311
+8% +$126K 0.7% 26
2026
Q1 		$1.39M Buy
3,752
+134
+4% +$56.1K 0.63% 27
2025
Q4 		$1.5M Buy
3,618
+1,216
+51% +$609K 0.64% 23
2025
Q3 		$1.24M Buy
2,402
+525
+28% +$268K 0.62% 27
2025
Q2 		$934K Buy
1,877
+1
+0.1% +$434 0.5% 35
2025
Q1 		$704K Buy
1,876
+1
+0.1% +$408 0.42% 36
2024
Q4 		$790K Buy
1,875
+12
+0.6% +$5.11K 0.45% 46
2024
Q3 		$802K Sell
1,863
-3,037
-62% -$1.3M 0.47% 41
2024
Q2 		$2.19M Buy
4,900
+710
+17% +$300K 1.25% 20
2024
Q1 		$1.76M Buy
4,190
+1,055
+34% +$427K 1.04% 23
2023
Q4 		$1.18M Buy
3,135
+121
+4% +$43.1K 0.81% 33
2023
Q3 		$952K Buy
3,014
+4
+0.1% +$1.32K 0.72% 34
2023
Q2 		$1.03M Sell
3,010
-302
-9% -$94.6K 0.77% 35
2023
Q1 		$955K Buy
3,312
+14
+0.4% +$3.57K 0.77% 34
2022
Q4 		$791K Sell
3,298
-267
-7% -$64.1K 0.66% 35
2022
Q3 		$830K Sell
3,565
-63
-2% -$16.6K 0.69% 36
2022
Q2 		$934K Buy
3,628
+97
+3% +$26.3K 0.65% 38
2022
Q1 		$1.09M Sell
3,531
-32
-0.9% -$9.6K 0.65% 40
2021
Q4 		$1.2M Sell
3,563
-4
-0.1% -$1.3K 0.7% 41
2021
Q3 		$1.08M Sell
3,567
-65
-2% -$18.9K 0.66% 42
2021
Q2 		$1.01M Buy
3,632
+160
+5% +$40.7K 0.64% 49
2021
Q1 		$818K Buy
3,472
+83
+2% +$19.3K 0.55% 59
2020
Q4 		$812K Buy
+3,389
New +$729K 0.59% 47
2020
Q3 		– Sell
-2,534
Closed -$532K – 46
2020
Q2 		$515K Sell
2,534
-1
-0% -$182 0.54% 52
2020
Q1 		$399K Buy
2,535
+45
+2% +$7.4K 0.42% 63
2019
Q4 		$424K Buy
+2,490
New +$366K 0.35% 63

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Capital Wealth Alliance's MSFT Position: Q3 2026 in Review

Capital Wealth Alliance increased its Microsoft (MSFT) stake by 11% in Q3 2026, buying an estimated $213K and bringing the position to 4,524 shares worth $2.32M. The position accounts for 1.01% of the portfolio, ranked #23.

Capital Wealth Alliance first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. 2,134 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Capital Wealth Alliance held 4,524 shares of Microsoft worth $2.32M as of Q3 2026.
  • Capital Wealth Alliance bought 461 Microsoft shares in Q3 2026, an estimated $213K.
  • Microsoft made up 1.01% of Capital Wealth Alliance's portfolio in Q3 2026, its #23 holding.
  • Capital Wealth Alliance first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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