Cove Private Wealth
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Cove Private Wealth’s Microsoft MSFT Stock Holding History

Cove Private Wealth’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 		$34M Buy
66,203
+1,503
+2% +$695K 5.96% 4
2026
Q2 		$24.1M Buy
64,700
+7,255
+13% +$2.94M 4.66% 4
2026
Q1 		$21.3M Buy
57,445
+8,312
+17% +$3.48M 4.83% 4
2025
Q4 		$23.8M Buy
49,133
+2,592
+6% +$1.3M 7.08% 3
2025
Q3 		$24.1M Buy
46,541
+50
+0.1% +$25.5K 7.64% 3
2025
Q2 		$23.1M Buy
46,491
+11,197
+32% +$4.86M 8.15% 2
2025
Q1 		$13.2M Buy
35,294
+5,325
+18% +$2.17M 6.97% 3
2024
Q4 		$12.6M Buy
29,969
+4,696
+19% +$2M 7.59% 3
2024
Q3 		$10.9M Hold
25,273
– – 8.44% 3
2024
Q2 		$11.3M Sell
25,273
-863
-3% -$364K 9.03% 2
2024
Q1 		$11M Hold
26,136
– – 9.39% 2
2023
Q4 		$9.8M Buy
+26,136
New +$9.3M 9.32% 2

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Cove Private Wealth's MSFT Position: Q3 2026 in Review

Cove Private Wealth increased its Microsoft (MSFT) stake by 2.3% in Q3 2026, buying an estimated $695K and bringing the position to 66,203 shares worth $34M. The position accounts for 5.96% of the portfolio, ranked #4.

Cove Private Wealth first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 2,887 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Cove Private Wealth held 66,203 shares of Microsoft worth $34M as of Q3 2026.
  • Cove Private Wealth bought 1,503 Microsoft shares in Q3 2026, an estimated $695K.
  • Microsoft made up 5.96% of Cove Private Wealth's portfolio in Q3 2026, its #4 holding.
  • Cove Private Wealth first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 2,887 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.