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DDFG Inc’s Microsoft MSFT Stock Holding History

DDFG Inc’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 		$1.07M Hold
2,090
– – 0.21% 42
2026
Q2 		$780K Buy
2,090
+13
+0.6% +$5.26K 0.15% 49
2026
Q1 		$769K Sell
2,077
-33
-2% -$13.8K 0.17% 44
2025
Q4 		$1.02M Buy
2,110
+50
+2% +$25.1K 0.22% 40
2025
Q3 		$1.07M Buy
2,060
+93
+5% +$47.4K 0.25% 36
2025
Q2 		$978K Sell
1,967
-486
-20% -$211K 0.25% 38
2025
Q1 		$921K Buy
2,453
+151
+7% +$61.6K 0.26% 35
2024
Q4 		$970K Hold
2,302
– – 0.28% 36
2024
Q3 		$991K Sell
2,302
-796
-26% -$340K 0.28% 33
2024
Q2 		$1.38M Buy
3,098
+131
+4% +$55.3K 0.43% 25
2024
Q1 		$1.25M Buy
2,967
+140
+5% +$56.7K 0.4% 27
2023
Q4 		$1.06M Buy
2,827
+3
+0.1% +$1.07K 0.36% 31
2023
Q3 		$892K Sell
2,824
-16
-0.6% -$5.29K 0.33% 32
2023
Q2 		$967K Buy
2,840
+3
+0.1% +$940 0.36% 30
2023
Q1 		$818K Sell
2,837
-21
-0.7% -$5.36K 0.32% 30
2022
Q4 		$685K Buy
+2,858
New +$686K 0.28% 32

Other funds holding MSFT

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
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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

DDFG Inc's MSFT Position: Q3 2026 in Review

DDFG Inc held its Microsoft (MSFT) position steady in Q3 2026 at 2,090 shares worth $1.07M. The position accounts for 0.21% of the portfolio, ranked #42.

DDFG Inc first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.38M in Q2 2024. 3,082 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • DDFG Inc held 2,090 shares of Microsoft worth $1.07M as of Q3 2026.
  • DDFG Inc left its Microsoft share count unchanged in Q3 2026.
  • Microsoft made up 0.21% of DDFG Inc's portfolio in Q3 2026, its #42 holding.
  • DDFG Inc first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • DDFG Inc's Microsoft position peaked at $1.38M in Q2 2024.
  • 3,082 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.