Carter Financial Group
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Carter Financial Group’s Microsoft MSFT Stock Holding History

Carter Financial Group’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 		$3.54M Sell
6,900
-18
-0.3% -$8.32K 1.8% 14
2026
Q2 		$2.58M Buy
6,918
+360
+5% +$146K 1.34% 18
2026
Q1 		$2.43M Sell
6,558
-392
-6% -$164K 1.5% 15
2025
Q4 		$3.36M Buy
6,950
+93
+1% +$46.6K 1.99% 13
2025
Q3 		$3.55M Buy
6,857
+180
+3% +$91.8K 2.15% 12
2025
Q2 		$3.32M Buy
+6,677
New +$2.9M 2.17% 12
2022
Q1 		$1.39M Buy
+4,498
New +$1.35M 1.86% 9

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Carter Financial Group's MSFT Position: Q3 2026 in Review

Carter Financial Group reduced its Microsoft (MSFT) stake by 0.26% in Q3 2026, selling an estimated $8.32K and leaving 6,900 shares worth $3.54M. The position accounts for 1.8% of the portfolio, ranked #14.

Carter Financial Group first reported a position in MSFT in Q1 2022 and has held it in 7 quarters since. The position peaked at $3.55M in Q3 2025. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Carter Financial Group held 6,900 shares of Microsoft worth $3.54M as of Q3 2026.
  • Carter Financial Group sold 18 Microsoft shares in Q3 2026, an estimated $8.32K.
  • Microsoft made up 1.8% of Carter Financial Group's portfolio in Q3 2026, its #14 holding.
  • Carter Financial Group first reported a position in Microsoft in Q1 2022 and has held it in 7 quarters since.
  • Carter Financial Group's Microsoft position peaked at $3.55M in Q3 2025.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.