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Clark & Stuart Inc’s Microsoft MSFT Stock Holding History

Clark & Stuart Inc’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 		$1.68M Buy
3,283
+185
+6% +$85.6K 1.04% 24
2026
Q2 		$1.16M Buy
3,098
+42
+1% +$17K 0.73% 32
2026
Q1 		$1.13M Buy
3,056
+4
+0.1% +$1.67K 0.76% 30
2025
Q4 		$1.48M Hold
3,052
– – 1.02% 28
2025
Q3 		$1.58M Hold
3,052
– – 1.13% 25
2025
Q2 		$1.52M Buy
3,052
+307
+11% +$133K 1.14% 26
2025
Q1 		$1.03M Hold
2,745
– – 0.75% 30
2024
Q4 		$1.16M Buy
+2,745
New +$1.17M 0.85% 30

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Clark & Stuart Inc's MSFT Position: Q3 2026 in Review

Clark & Stuart Inc increased its Microsoft (MSFT) stake by 6% in Q3 2026, buying an estimated $85.6K and bringing the position to 3,283 shares worth $1.68M. The position accounts for 1.04% of the portfolio, ranked #24.

Clark & Stuart Inc first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 1,157 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Clark & Stuart Inc held 3,283 shares of Microsoft worth $1.68M as of Q3 2026.
  • Clark & Stuart Inc bought 185 Microsoft shares in Q3 2026, an estimated $85.6K.
  • Microsoft made up 1.04% of Clark & Stuart Inc's portfolio in Q3 2026, its #24 holding.
  • Clark & Stuart Inc first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Clark & Stuart Inc's 13F filing for Q3 2026, filed 14 Oct 2026.