Challenger Wealth Management’s Microsoft MSFT Stock Holding History

Challenger Wealth Management’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	$3.96M	Sell	7,711 -445	-5%	-$206K	2.89%	9
2026 Q2	$3.04M	Sell	8,156 -261	-3%	-$106K	2.24%	13
2026 Q1	$3.12M	Sell	8,417 -171	-2%	-$71.6K	2.49%	12
2025 Q4	$4.15M	Sell	8,588 -38	-0.4%	-$19K	3.17%	8
2025 Q3	$4.47M	Sell	8,626 -753	-8%	-$384K	3.49%	7
2025 Q2	$4.67M	Sell	9,379 -202	-2%	-$87.7K	3.24%	6
2025 Q1	$3.6M	Sell	9,581 -1,492	-13%	-$608K	2.85%	8
2024 Q4	$4.67M	Buy	+11,073	New	+$4.72M	4.02%	7

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Challenger Wealth Management's MSFT Position: Q3 2026 in Review

Challenger Wealth Management reduced its Microsoft (MSFT) stake by 5.5% in Q3 2026, selling an estimated $206K and leaving 7,711 shares worth $3.96M. The position accounts for 2.89% of the portfolio, ranked #9.

Challenger Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.67M in Q4 2024. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Challenger Wealth Management held 7,711 shares of Microsoft worth $3.96M as of Q3 2026.
Challenger Wealth Management sold 445 Microsoft shares in Q3 2026, an estimated $206K.
Microsoft made up 2.89% of Challenger Wealth Management's portfolio in Q3 2026, its #9 holding.
Challenger Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
Challenger Wealth Management's Microsoft position peaked at $4.67M in Q4 2024.
2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Challenger Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.