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DCF Advisers’s Microsoft MSFT Stock Holding History

DCF Advisers’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
2023
Q4 		– Sell
-1,000
Closed -$316K – 94
2023
Q3 		$316K Buy
+1,000
New +$330K 0.17% 70
2020
Q4 		– Sell
-10,000
Closed -$2.1M – 98
2020
Q3 		$2.1M Buy
+10,000
New +$2.1M 1.08% 29

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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

DCF Advisers's MSFT Position: Q3 2026 in Review

DCF Advisers reduced its Microsoft (MSFT) stake by 33% in Q3 2026, selling an estimated $1.49M and leaving 6,500 shares worth $3.33M. The position accounts for 0.75% of the portfolio, ranked #29.

DCF Advisers first reported a position in MSFT in Q1 2020 and has held it in 11 quarters since. The position peaked at $3.63M in Q2 2026. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • DCF Advisers held 6,500 shares of Microsoft worth $3.33M as of Q3 2026.
  • DCF Advisers sold 3,225 Microsoft shares in Q3 2026, an estimated $1.49M.
  • Microsoft made up 0.75% of DCF Advisers's portfolio in Q3 2026, its #29 holding.
  • DCF Advisers first reported a position in Microsoft in Q1 2020 and has held it in 11 quarters since.
  • DCF Advisers's Microsoft position peaked at $3.63M in Q2 2026.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on DCF Advisers's 13F filing for Q3 2026, filed 4 Nov 2026.