David J. Yvars Group
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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 		– Sell
-22,938
Closed -$8.56M – 113
2026
Q2 		$8.56M Buy
+22,938
New +$9.28M 4.04% 5
2026
Q1 		– Sell
-1,300
Closed -$22.4K – 96
2025
Q4 		$22.4K Buy
+1,300
New +$651K 0.01% 93

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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. 3,768 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.
  • 3,768 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.