Compound Global Advisors
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Compound Global Advisors’s Microsoft MSFT Stock Holding History

Compound Global Advisors’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 		$308K Sell
600
-1
-0.2% -$462 3.34% 6
2026
Q2 		$224K Buy
601
+100
+20% +$40.5K 5.54% 4
2026
Q1 		$185K Buy
501
+345
+221% +$144K 5.75% 5
2025
Q4 		$75.4K Hold
156
– – 4.18% 9
2025
Q3 		$80.8K Hold
156
– – 4.38% 8
2025
Q2 		$77.6K Sell
156
-2,373
-94% -$1.03M 7.07% 6
2025
Q1 		$901K Sell
2,529
-971
-28% -$396K 5.32% 4
2024
Q4 		$1.48M Buy
+3,500
New +$1.49M 6% 2
2024
Q1 		$35.4M Sell
84,193
-2,250
-3% -$911K 5.28% 2
2023
Q4 		$32.5M Buy
86,443
+7,584
+10% +$2.7M 6.02% 1
2023
Q3 		$24.9M Buy
78,859
+19,026
+32% +$6.29M 5.46% 1
2023
Q2 		$20.4M Sell
59,833
-13,947
-19% -$4.37M 4.7% 6
2023
Q1 		$21.3M Sell
73,780
-25,179
-25% -$6.42M 5.41% 1
2022
Q4 		$23.7M Buy
+98,959
New +$23.7M 6.76% 1

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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

Compound Global Advisors's MSFT Position: Q3 2026 in Review

Compound Global Advisors reduced its Microsoft (MSFT) stake by 0.17% in Q3 2026, selling an estimated $462 and leaving 600 shares worth $308K. The position accounts for 3.34% of the portfolio, ranked #6.

Compound Global Advisors first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $35.4M in Q1 2024. 1,601 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Compound Global Advisors held 600 shares of Microsoft worth $308K as of Q3 2026.
  • Compound Global Advisors sold 1 Microsoft share in Q3 2026, an estimated $462.
  • Microsoft made up 3.34% of Compound Global Advisors's portfolio in Q3 2026, its #6 holding.
  • Compound Global Advisors first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Compound Global Advisors's Microsoft position peaked at $35.4M in Q1 2024.
  • 1,601 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Compound Global Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.