CDM Financial Counseling Services
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CDM Financial Counseling Services’s Microsoft MSFT Stock Holding History

CDM Financial Counseling Services’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 		$4.7M Buy
9,153
+30
+0.3% +$13.9K 3.95% 5
2026
Q2 		$3.4M Sell
9,123
-357
-4% -$144K 2.93% 8
2026
Q1 		$3.51M Buy
9,480
+606
+7% +$254K 3.36% 8
2025
Q4 		$4.29M Buy
+8,874
New +$4.45M 4.02% 5

Other funds holding MSFT

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
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

CDM Financial Counseling Services's MSFT Position: Q3 2026 in Review

CDM Financial Counseling Services increased its Microsoft (MSFT) stake by 0.33% in Q3 2026, buying an estimated $13.9K and bringing the position to 9,153 shares worth $4.7M. The position accounts for 3.95% of the portfolio, ranked #5.

CDM Financial Counseling Services first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. 2,603 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • CDM Financial Counseling Services held 9,153 shares of Microsoft worth $4.7M as of Q3 2026.
  • CDM Financial Counseling Services bought 30 Microsoft shares in Q3 2026, an estimated $13.9K.
  • Microsoft made up 3.95% of CDM Financial Counseling Services's portfolio in Q3 2026, its #5 holding.
  • CDM Financial Counseling Services first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • 2,603 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on CDM Financial Counseling Services's 13F filing for Q3 2026, filed 15 Oct 2026.