DJYG
MSFT icon

David J. Yvars Group’s Microsoft MSFT Stock Holding History

David J. Yvars 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 		$11.8M Buy
+23,032
New +$10.7M 5.43% 4
2026
Q2 		– Sell
-25,659
Closed -$10.4M – 107
2026
Q1 		$9.5M Buy
25,659
+255
+1% +$107K 5.31% 4
2025
Q4 		$12.3M Buy
25,404
+17
+0.1% +$8.52K 6.54% 4
2025
Q3 		$13.1M Sell
25,387
-59
-0.2% -$30.1K 7.04% 4
2025
Q2 		$12.7M Buy
25,446
+1,074
+4% +$466K 7.41% 4
2025
Q1 		$9.15M Buy
24,372
+36
+0.1% +$14.7K 7.2% 4
2024
Q4 		$10.3M Sell
24,336
-1,357
-5% -$578K 6.26% 4
2024
Q3 		$11.1M Sell
25,693
-242
-0.9% -$103K 6.85% 4
2024
Q2 		$11.6M Buy
25,935
+504
+2% +$213K 7.25% 4
2024
Q1 		$10.7M Buy
25,431
+767
+3% +$310K 7.21% 2
2023
Q4 		$9.27M Buy
24,664
+131
+0.5% +$46.6K 7.46% 3
2023
Q3 		$7.75M Buy
24,533
+118
+0.5% +$39K 6.46% 3
2023
Q2 		$8.31M Sell
24,415
-664
-3% -$208K 6.87% 2
2023
Q1 		$7.23M Sell
25,079
-2,686
-10% -$685K 6.53% 2
2022
Q4 		$6.66M Sell
27,765
-2,161
-7% -$519K 8.34% 2
2022
Q3 		$6.97M Sell
29,926
-173
-0.6% -$45.7K 7.75% 2
2022
Q2 		$7.81M Sell
30,099
-726
-2% -$197K 10.63% 2
2022
Q1 		$9.5M Sell
30,825
-18,998
-38% -$5.72M 6.61% 2
2021
Q4 		$16.8M Sell
49,823
-2,901
-6% -$941K 10.35% 2
2021
Q3 		$15.2M Buy
52,724
+352
+0.7% +$102K 8.9% 2
2021
Q2 		$14.2M Sell
52,372
-582
-1% -$148K 7.97% 2
2021
Q1 		$12.5M Buy
52,954
+632
+1% +$147K 7.95% 2
2020
Q4 		$11.6M Buy
+52,322
New +$11.3M 7.88% 2

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

David J. Yvars Group's MSFT Position: Q3 2026 in Review

David J. Yvars Group opened a new position in Microsoft (MSFT) in Q3 2026: 23,032 shares worth $11.8M. The stake represents 5.43% of the portfolio and ranks #4 among its holdings. This is a return to the name: David J. Yvars Group previously reported a position in MSFT as recently as Q1 2026.

David J. Yvars Group first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.8M in Q4 2021. 1,406 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • David J. Yvars Group held 23,032 shares of Microsoft worth $11.8M as of Q3 2026.
  • Microsoft was a new David J. Yvars Group position in Q3 2026.
  • Microsoft made up 5.43% of David J. Yvars Group's portfolio in Q3 2026, its #4 holding.
  • David J. Yvars Group first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • David J. Yvars Group's Microsoft position peaked at $16.8M in Q4 2021.
  • 1,406 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.