Consilium Wealth Advisory
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Consilium Wealth Advisory’s Microsoft MSFT Stock Holding History

Consilium Wealth Advisory’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 		$9.6M Buy
18,653
+457
+3% +$211K 2.83% 11
2026
Q2 		$6.79M Buy
18,196
+1,620
+10% +$655K 2.01% 14
2026
Q1 		$6.14M Buy
16,576
+733
+5% +$307K 2.09% 13
2025
Q4 		$7.66M Buy
15,843
+95
+0.6% +$47.6K 2.83% 11
2025
Q3 		$8.16M Buy
15,748
+762
+5% +$389K 3.15% 9
2025
Q2 		$7.45M Sell
14,986
-35
-0.2% -$15.2K 3.14% 9
2025
Q1 		$5.64M Sell
15,021
-113
-0.7% -$46.1K 2.83% 11
2024
Q4 		$6.38M Sell
15,134
-117
-0.8% -$49.8K 3.04% 8
2024
Q3 		$6.56M Buy
15,251
+422
+3% +$180K 3.58% 7
2024
Q2 		$6.63M Buy
14,829
+327
+2% +$138K 3.62% 7
2024
Q1 		$6.1M Buy
14,502
+409
+3% +$166K 3.43% 8
2023
Q4 		$5.3M Buy
14,093
+796
+6% +$283K 3.19% 10
2023
Q3 		$4.2M Buy
13,297
+482
+4% +$159K 2.94% 9
2023
Q2 		$4.36M Buy
12,815
+1,986
+18% +$622K 3.02% 9
2023
Q1 		$3.12M Sell
10,829
-92
-0.8% -$23.5K 2.66% 12
2022
Q4 		$2.62M Sell
10,921
-1,699
-13% -$408K 2.23% 13
2022
Q3 		$2.94M Buy
12,620
+816
+7% +$215K 3.28% 8
2022
Q2 		$3.03M Buy
11,804
+883
+8% +$240K 3.26% 8
2022
Q1 		$3.37M Sell
10,921
-527
-5% -$159K 2.41% 11
2021
Q4 		$3.85M Buy
+11,448
New +$3.71M 2.49% 10

Other funds holding MSFT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Citigroup
Citigroup New York $308B AUM 40.94% 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

Consilium Wealth Advisory's MSFT Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Microsoft (MSFT) stake by 2.5% in Q3 2026, buying an estimated $211K and bringing the position to 18,653 shares worth $9.6M. The position accounts for 2.83% of the portfolio, ranked #11.

Consilium Wealth Advisory first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 3,489 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Consilium Wealth Advisory held 18,653 shares of Microsoft worth $9.6M as of Q3 2026.
  • Consilium Wealth Advisory bought 457 Microsoft shares in Q3 2026, an estimated $211K.
  • Microsoft made up 2.83% of Consilium Wealth Advisory's portfolio in Q3 2026, its #11 holding.
  • Consilium Wealth Advisory first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 3,489 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.