Courage Miller Partners’s Microsoft MSFT Stock Holding History

Courage Miller 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	$300K	Buy	586 +1	+0.2%	+$462	0.08%	79
2026 Q2	$218K	Buy	585 +1	+0.2%	+$405	0.06%	87
2026 Q1	$216K	Buy	584 +1	+0.2%	+$418	0.06%	92
2025 Q4	$282K	Hold	583	–	–	0.09%	75
2025 Q3	$302K	Buy	583 +1	+0.2%	+$510	0.09%	70
2025 Q2	$290K	Sell	582 -734	-56%	-$319K	0.09%	72
2025 Q1	$494K	Hold	1,316	–	–	0.17%	56
2024 Q4	$555K	Sell	1,316 -78	-6%	-$33.2K	0.19%	51
2024 Q3	$600K	Buy	1,394 +1	+0.1%	+$427	0.2%	49
2024 Q2	$623K	Hold	1,393	–	–	0.22%	47
2024 Q1	$586K	Buy	1,393 +14	+1%	+$5.67K	0.2%	51
2023 Q4	$519K	Buy	+1,379	New	+$491K	0.2%	52

Other funds holding MSFT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Courage Miller Partners's MSFT Position: Q3 2026 in Review

Courage Miller Partners increased its Microsoft (MSFT) stake by 0.17% in Q3 2026, buying an estimated $462 and bringing the position to 586 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #79.

Courage Miller Partners first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $623K in Q2 2024. 4,173 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Courage Miller Partners held 586 shares of Microsoft worth $300K as of Q3 2026.
Courage Miller Partners bought 1 Microsoft share in Q3 2026, an estimated $462.
Microsoft made up 0.08% of Courage Miller Partners's portfolio in Q3 2026, its #79 holding.
Courage Miller Partners first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
Courage Miller Partners's Microsoft position peaked at $623K in Q2 2024.
4,173 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Courage Miller Partners's 13F filing for Q3 2026, filed 21 Oct 2026.