Clune & Associates’s Microsoft MSFT Stock Holding History

Clune & Associates’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	$1.18M	Sell	2,308 -1,900	-45%	-$879K	0.18%	76
2026 Q2	$1.57M	Sell	4,208 -840	-17%	-$340K	0.24%	67
2026 Q1	$1.87M	Buy	5,048 +246	+5%	+$103K	0.35%	61
2025 Q4	$2.32M	Sell	4,802 -383	-7%	-$192K	0.5%	57
2025 Q3	$2.69M	Buy	5,185 +201	+4%	+$103K	0.67%	47
2025 Q2	$2.48M	Buy	4,984 +407	+9%	+$177K	0.68%	47
2025 Q1	$1.72M	Sell	4,577 -7	-0.2%	-$2.85K	0.53%	56
2024 Q4	$1.93M	Buy	+4,584	New	+$1.95M	0.64%	48

Other funds holding MSFT

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Clune & Associates's MSFT Position: Q3 2026 in Review

Clune & Associates reduced its Microsoft (MSFT) stake by 45% in Q3 2026, selling an estimated $879K and leaving 2,308 shares worth $1.18M. The position accounts for 0.18% of the portfolio, ranked #76.

Clune & Associates first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.69M in Q3 2025. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Clune & Associates held 2,308 shares of Microsoft worth $1.18M as of Q3 2026.
Clune & Associates sold 1,900 Microsoft shares in Q3 2026, an estimated $879K.
Microsoft made up 0.18% of Clune & Associates's portfolio in Q3 2026, its #76 holding.
Clune & Associates first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Microsoft position peaked at $2.69M in Q3 2025.
2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.