Capstone Wealth Management Group (Oregon)’s Microsoft MSFT Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$3.31M	Buy	6,455 +253	+4%	+$117K	1.95%	17
2026 Q2	$2.31M	Buy	6,202 +437	+8%	+$177K	1.39%	21
2026 Q1	$2.13M	Sell	5,765 -513	-8%	-$215K	1.31%	24
2025 Q4	$3.04M	Buy	6,278 +51	+0.8%	+$25.6K	1.84%	17
2025 Q3	$3.23M	Buy	6,227 +34	+0.5%	+$17.3K	2.06%	13
2025 Q2	$3.08M	Sell	6,193 -18	-0.3%	-$7.82K	2.24%	13
2025 Q1	$2.33M	Sell	6,211 -233	-4%	-$95K	1.86%	16
2024 Q4	$2.72M	Buy	+6,444	New	+$2.74M	2.06%	15

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

Capstone Wealth Management Group (Oregon)'s MSFT Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Microsoft (MSFT) stake by 4.1% in Q3 2026, buying an estimated $117K and bringing the position to 6,455 shares worth $3.31M. The position accounts for 1.95% of the portfolio, ranked #17.

Capstone Wealth Management Group (Oregon) first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Capstone Wealth Management Group (Oregon) held 6,455 shares of Microsoft worth $3.31M as of Q3 2026.
Capstone Wealth Management Group (Oregon) bought 253 Microsoft shares in Q3 2026, an estimated $117K.
Microsoft made up 1.95% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #17 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.