Crown Wealth Group
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Crown Wealth Group’s Microsoft MSFT Stock Holding History

Crown Wealth Group’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 		$12.7M Sell
24,687
-705
-3% -$326K 3.14% 9
2026
Q2 		$9.47M Buy
25,392
+1,304
+5% +$528K 2.41% 13
2026
Q1 		$8.92M Buy
24,088
+1,067
+5% +$446K 2.62% 9
2025
Q4 		$11.1M Buy
23,021
+314
+1% +$157K 3.11% 7
2025
Q3 		$11.8M Buy
22,707
+380
+2% +$194K 3.53% 6
2025
Q2 		$11.1M Buy
22,327
+51
+0.2% +$22.1K 4.17% 5
2025
Q1 		$8.36M Sell
22,276
-91
-0.4% -$37.1K 4.34% 5
2024
Q4 		$9.43M Sell
22,367
-5
-0% -$2.13K 3.84% 6
2024
Q3 		$9.6M Sell
22,372
-100
-0.4% -$42.7K 4.19% 6
2024
Q2 		$10M Buy
22,472
+245
+1% +$103K 5.02% 4
2024
Q1 		$9.35M Buy
22,227
+1,128
+5% +$457K 4.82% 6
2023
Q4 		$7.93M Sell
21,099
-6
-0% -$2.14K 4.78% 6
2023
Q3 		$6.66M Sell
21,105
-1,084
-5% -$358K 5.01% 7
2023
Q2 		$7.56M Sell
22,189
-61
-0.3% -$19.1K 5.96% 6
2023
Q1 		$6.41M Sell
22,250
-952
-4% -$243K 5.37% 5
2022
Q4 		$5.56M Buy
23,202
+93
+0.4% +$22.3K 5.23% 5
2022
Q3 		$5.38M Sell
23,109
-47
-0.2% -$12.4K 5.52% 5
2022
Q2 		$5.95M Sell
23,156
-685
-3% -$186K 5.39% 5
2022
Q1 		$7.35M Buy
23,841
+23,016
+2,790% +$6.92M 5.12% 4
2021
Q4 		$277K Buy
+825
New +$267K 0.26% 60

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

Crown Wealth Group's MSFT Position: Q3 2026 in Review

Crown Wealth Group reduced its Microsoft (MSFT) stake by 2.8% in Q3 2026, selling an estimated $326K and leaving 24,687 shares worth $12.7M. The position accounts for 3.14% of the portfolio, ranked #9.

Crown Wealth Group first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 2,780 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Crown Wealth Group held 24,687 shares of Microsoft worth $12.7M as of Q3 2026.
  • Crown Wealth Group sold 705 Microsoft shares in Q3 2026, an estimated $326K.
  • Microsoft made up 3.14% of Crown Wealth Group's portfolio in Q3 2026, its #9 holding.
  • Crown Wealth Group first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 2,780 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.