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Castleview Partners’s Microsoft MSFT Stock Holding History

Castleview Partners’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 		$1.52M Sell
2,969
-1,311
-31% -$606K 0.67% 31
2026
Q2 		$1.6M Buy
4,280
+266
+7% +$108K 0.7% 27
2026
Q1 		$1.49M Sell
4,014
-491
-11% -$205K 0.76% 27
2025
Q4 		$2.18M Buy
4,505
+255
+6% +$128K 1.08% 18
2025
Q3 		$2.2M Buy
4,250
+24
+0.6% +$12.2K 1.2% 19
2025
Q2 		$2.1M Sell
4,226
-804
-16% -$349K 1.35% 13
2025
Q1 		$1.89M Sell
5,030
-900
-15% -$367K 1.28% 15
2024
Q4 		$2.48M Sell
5,930
-297
-5% -$127K 1.34% 10
2024
Q3 		$2.68M Sell
6,227
-554
-8% -$237K 1.55% 8
2024
Q2 		$3.03M Sell
6,781
-220
-3% -$92.9K 1.72% 7
2024
Q1 		$2.95M Buy
7,001
+5
+0.1% +$2.02K 1.64% 7
2023
Q4 		$2.63M Buy
6,996
+2,436
+53% +$867K 1.84% 6
2023
Q3 		$1.44M Sell
4,560
-246
-5% -$81.3K 1.33% 8
2023
Q2 		$1.64M Sell
4,806
-530
-10% -$166K 1.47% 7
2023
Q1 		$1.54M Sell
5,336
-53
-1% -$13.5K 1.36% 10
2022
Q4 		$1.29M Buy
5,389
+240
+5% +$57.6K 1.26% 11
2022
Q3 		$1.2M Sell
5,149
-6,601
-56% -$1.74M 1.15% 11
2022
Q2 		$10.8K Buy
11,750
+4,085
+53% +$1.11M 0.01% 449
2022
Q1 		$2.36M Buy
+7,665
New +$2.31M 1.47% 10
2021
Q2 		$4.47M Buy
+16,506
New +$4.2M 1.96% 7
2018
Q1 		$980K Buy
+10,741
New +$982K 0.81% 27

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Castleview Partners's MSFT Position: Q3 2026 in Review

Castleview Partners reduced its Microsoft (MSFT) stake by 31% in Q3 2026, selling an estimated $606K and leaving 2,969 shares worth $1.52M. The position accounts for 0.67% of the portfolio, ranked #31.

Castleview Partners first reported a position in MSFT in Q1 2018 and has held it in 21 quarters since. The position peaked at $4.47M in Q2 2021. 604 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Castleview Partners held 2,969 shares of Microsoft worth $1.52M as of Q3 2026.
  • Castleview Partners sold 1,311 Microsoft shares in Q3 2026, an estimated $606K.
  • Microsoft made up 0.67% of Castleview Partners's portfolio in Q3 2026, its #31 holding.
  • Castleview Partners first reported a position in Microsoft in Q1 2018 and has held it in 21 quarters since.
  • Castleview Partners's Microsoft position peaked at $4.47M in Q2 2021.
  • 604 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.