Columbia Advisory Partners
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Columbia Advisory Partners’s Microsoft MSFT Stock Holding History

Columbia Advisory 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 		$1.38M Buy
2,698
+137
+5% +$63.4K 0.76% 29
2026
Q2 		$955K Buy
2,561
+97
+4% +$39.2K 0.53% 39
2026
Q1 		$912K Sell
2,464
-53
-2% -$22.2K 0.58% 40
2025
Q4 		$1.22M Sell
2,517
-61
-2% -$30.6K 0.83% 25
2025
Q3 		$1.34M Sell
2,578
-450
-15% -$230K 0.92% 25
2025
Q2 		$1.51M Buy
3,028
+21
+0.7% +$9.12K 1.14% 15
2025
Q1 		$1.13M Buy
3,007
+279
+10% +$114K 0.98% 27
2024
Q4 		$1.15M Sell
2,728
-318
-10% -$135K 1.07% 26
2024
Q3 		$1.31M Buy
3,046
+132
+5% +$56.4K 1.24% 18
2024
Q2 		$1.3M Sell
2,914
-1,179
-29% -$498K 1.27% 16
2024
Q1 		$1.72M Buy
4,093
+107
+3% +$43.3K 1.75% 10
2023
Q4 		$1.5M Buy
3,986
+218
+6% +$77.6K 1.54% 12
2023
Q3 		$1.19M Buy
3,768
+228
+6% +$75.3K 1.3% 11
2023
Q2 		$1.21M Sell
3,540
-258
-7% -$80.9K 1.29% 10
2023
Q1 		$1.09M Sell
3,798
-1,992
-34% -$508K 1.03% 19
2022
Q4 		$1.39M Buy
5,790
+1,099
+23% +$264K 1.32% 9
2022
Q3 		$1.09M Sell
4,691
-392
-8% -$104K 1.33% 11
2022
Q2 		$1.3M Buy
5,083
+247
+5% +$67K 1.49% 11
2022
Q1 		$1.49M Buy
4,836
+68
+1% +$20.5K 1.5% 12
2021
Q4 		$1.6M Buy
+4,768
New +$1.55M 1.6% 11

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Columbia Advisory Partners's MSFT Position: Q3 2026 in Review

Columbia Advisory Partners increased its Microsoft (MSFT) stake by 5.3% in Q3 2026, buying an estimated $63.4K and bringing the position to 2,698 shares worth $1.38M. The position accounts for 0.76% of the portfolio, ranked #29.

Columbia Advisory Partners first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.72M in Q1 2024. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Columbia Advisory Partners held 2,698 shares of Microsoft worth $1.38M as of Q3 2026.
  • Columbia Advisory Partners bought 137 Microsoft shares in Q3 2026, an estimated $63.4K.
  • Microsoft made up 0.76% of Columbia Advisory Partners's portfolio in Q3 2026, its #29 holding.
  • Columbia Advisory Partners first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Columbia Advisory Partners's Microsoft position peaked at $1.72M in Q1 2024.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Columbia Advisory Partners's 13F filing for Q3 2026, filed 15 Oct 2026.