Coyle Financial Counsel
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Coyle Financial Counsel’s Microsoft MSFT Stock Holding History

Coyle Financial Counsel’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 		$4.67M Sell
9,101
-33
-0.4% -$15.3K 0.86% 19
2026
Q2 		$3.41M Buy
9,134
+154
+2% +$62.3K 0.62% 22
2026
Q1 		$3.32M Buy
8,980
+695
+8% +$291K 0.7% 21
2025
Q4 		$4.01M Buy
8,285
+1,677
+25% +$840K 0.86% 19
2025
Q3 		$3.42M Buy
6,608
+1,103
+20% +$563K 0.79% 21
2025
Q2 		$2.74M Buy
5,505
+471
+9% +$205K 0.73% 21
2025
Q1 		$1.89M Buy
5,034
+1,748
+53% +$713K 0.58% 27
2024
Q4 		$1.39M Buy
3,286
+491
+18% +$209K 0.44% 41
2024
Q3 		$1.25M Buy
2,795
+439
+19% +$188K 0.44% 40
2024
Q2 		$991K Hold
2,356
– – 0.35% 42
2024
Q1 		$991K Buy
2,356
+73
+3% +$29.6K 0.35% 42
2023
Q4 		$858K Sell
2,283
-18
-0.8% -$6.41K 0.33% 42
2023
Q3 		$727K Sell
2,301
-210
-8% -$69.4K 0.3% 44
2023
Q2 		$855K Buy
2,511
+110
+5% +$34.5K 0.38% 40
2023
Q1 		$692K Buy
2,401
+30
+1% +$7.65K 0.32% 42
2022
Q4 		$569K Buy
2,371
+105
+5% +$25.2K 0.27% 41
2022
Q3 		$528K Buy
2,266
+34
+2% +$8.98K 0.35% 39
2022
Q2 		$573K Sell
2,232
-88
-4% -$23.9K 0.31% 42
2022
Q1 		$715K Buy
2,320
+125
+6% +$37.6K 0.38% 42
2021
Q4 		$738K Buy
2,195
+95
+5% +$30.8K 0.43% 41
2021
Q3 		$592K Buy
2,100
+800
+62% +$233K 0.35% 42
2021
Q2 		$352K Sell
1,300
-125
-9% -$31.8K 0.21% 46
2021
Q1 		$336K Sell
1,425
-675
-32% -$157K 0.23% 44
2020
Q4 		$467K Buy
2,100
+800
+62% +$172K 0.34% 42
2020
Q3 		$273K Buy
1,300
+200
+18% +$42K 0.23% 46
2020
Q2 		$224K Buy
+1,100
New +$200K 0.21% 44
2018
Q3 		– Sell
-17,846
Closed -$1.76M – 206
2018
Q2 		$1.76M Buy
17,846
+17,126
+2,379% +$1.66M 1.65% 23
2018
Q1 		$66K Buy
+720
New +$65.8K 0.07% 52

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

Coyle Financial Counsel's MSFT Position: Q3 2026 in Review

Coyle Financial Counsel reduced its Microsoft (MSFT) stake by 0.36% in Q3 2026, selling an estimated $15.3K and leaving 9,101 shares worth $4.67M. The position accounts for 0.86% of the portfolio, ranked #19.

Coyle Financial Counsel first reported a position in MSFT in Q1 2018 and has held it in 28 quarters since. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Coyle Financial Counsel held 9,101 shares of Microsoft worth $4.67M as of Q3 2026.
  • Coyle Financial Counsel sold 33 Microsoft shares in Q3 2026, an estimated $15.3K.
  • Microsoft made up 0.86% of Coyle Financial Counsel's portfolio in Q3 2026, its #19 holding.
  • Coyle Financial Counsel first reported a position in Microsoft in Q1 2018 and has held it in 28 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Coyle Financial Counsel's 13F filing for Q3 2026, filed 28 Oct 2026.