Commonwealth Financial Services
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Commonwealth Financial Services’s Microsoft MSFT Stock Holding History

Commonwealth Financial 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
2025
Q3 		– Sell
-11,900
Closed -$7.18K – 235
2025
Q2 		$7.18K Hold
11,900
– – ﹤0.01% 214
2025
Q1 		$251K Buy
+11,900
New +$4.85M 0.05% 167

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

Commonwealth Financial Services's MSFT Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Microsoft (MSFT) stake by 23% in Q3 2026, selling an estimated $2.15M and leaving 15,948 shares worth $8.18M. The position accounts for 1.46% of the portfolio, ranked #15.

Commonwealth Financial Services first reported a position in MSFT in Q4 2014 and has held it in 23 quarters since. The position peaked at $10.9M in Q2 2025. 3,082 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Commonwealth Financial Services held 15,948 shares of Microsoft worth $8.18M as of Q3 2026.
  • Commonwealth Financial Services sold 4,647 Microsoft shares in Q3 2026, an estimated $2.15M.
  • Microsoft made up 1.46% of Commonwealth Financial Services's portfolio in Q3 2026, its #15 holding.
  • Commonwealth Financial Services first reported a position in Microsoft in Q4 2014 and has held it in 23 quarters since.
  • Commonwealth Financial Services's Microsoft position peaked at $10.9M in Q2 2025.
  • 3,082 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.