Consolidated Planning Corp
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Consolidated Planning Corp’s Microsoft MSFT Stock Holding History

Consolidated Planning Corp’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 		$5.44M Sell
10,610
-4,537
-30% -$2.1M 0.74% 25
2026
Q2 		$5.65M Sell
15,147
-140
-0.9% -$56.6K 0.76% 26
2026
Q1 		$5.66M Sell
15,287
-19,236
-56% -$8.05M 0.92% 17
2025
Q4 		$16.7M Buy
34,523
+2,841
+9% +$1.42M 1.69% 16
2025
Q3 		$16.4M Buy
31,682
+18,506
+140% +$9.44M 1.73% 14
2025
Q2 		$6.55M Sell
13,176
-16,764
-56% -$7.28M 0.82% 39
2025
Q1 		$11.2M Sell
29,940
-11,603
-28% -$4.73M 1.55% 14
2024
Q4 		$17.5M Buy
41,543
+5,561
+15% +$2.37M 2.38% 10
2024
Q3 		$15.5M Buy
35,982
+2,041
+6% +$872K 2.3% 8
2024
Q2 		$15.2M Buy
33,941
+2,330
+7% +$984K 2.5% 8
2024
Q1 		$13.3M Sell
31,611
-24,277
-43% -$9.8M 2.27% 7
2023
Q4 		$21M Sell
55,888
-130
-0.2% -$46.3K 3.91% 5
2023
Q3 		$17.7M Buy
56,018
+441
+0.8% +$146K 3.92% 4
2023
Q2 		$18.9M Buy
55,577
+1,921
+4% +$602K 3.98% 4
2023
Q1 		$15.5M Sell
53,656
-4,706
-8% -$1.2M 4.01% 4
2022
Q4 		$14M Buy
58,362
+2,314
+4% +$555K 3.87% 4
2022
Q3 		$13.1M Sell
56,048
-1,019
-2% -$269K 4.07% 4
2022
Q2 		$14.7M Buy
57,067
+52,435
+1,132% +$14.2M 4.58% 2
2022
Q1 		$1.43M Buy
4,632
+110
+2% +$33.1K 0.99% 16
2021
Q4 		$1.52M Buy
4,522
+45
+1% +$14.6K 0.98% 16
2021
Q3 		$1.26M Buy
4,477
+15
+0.3% +$4.36K 0.82% 18
2021
Q2 		$1.21M Sell
4,462
-80
-2% -$20.3K 0.89% 17
2021
Q1 		$1.07M Buy
4,542
+150
+3% +$34.8K 0.68% 18
2020
Q4 		$976K Buy
4,392
+39
+0.9% +$8.39K 0.64% 20
2020
Q3 		$915K Buy
4,353
+4
+0.1% +$840 0.68% 19
2020
Q2 		$885K Sell
4,349
-156
-3% -$28.3K 0.87% 18
2020
Q1 		$710K Buy
4,505
+76
+2% +$12.5K 0.89% 16
2019
Q4 		$698K Buy
+4,429
New +$651K 0.69% 18

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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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Consolidated Planning Corp's MSFT Position: Q3 2026 in Review

Consolidated Planning Corp reduced its Microsoft (MSFT) stake by 30% in Q3 2026, selling an estimated $2.1M and leaving 10,610 shares worth $5.44M. The position accounts for 0.74% of the portfolio, ranked #25.

Consolidated Planning Corp first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. The position peaked at $21M in Q4 2023. 2,283 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Consolidated Planning Corp held 10,610 shares of Microsoft worth $5.44M as of Q3 2026.
  • Consolidated Planning Corp sold 4,537 Microsoft shares in Q3 2026, an estimated $2.1M.
  • Microsoft made up 0.74% of Consolidated Planning Corp's portfolio in Q3 2026, its #25 holding.
  • Consolidated Planning Corp first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • Consolidated Planning Corp's Microsoft position peaked at $21M in Q4 2023.
  • 2,283 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.