Defined Wealth Management’s Microsoft MSFT Stock Holding History

Defined Wealth Management’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	$2.26M	Buy	4,399 +260	+6%	+$120K	1.16%	26
2026 Q2	$1.54M	Sell	4,139 -70	-2%	-$28.3K	0.79%	35
2026 Q1	$1.56M	Buy	4,209 +129	+3%	+$54K	0.91%	27
2025 Q4	$1.97M	Buy	4,080 +82	+2%	+$41.1K	1.14%	26
2025 Q3	$2.07M	Buy	3,998 +67	+2%	+$34.2K	1.2%	25
2025 Q2	$1.96M	Buy	3,931 +138	+4%	+$59.9K	1.21%	25
2025 Q1	$1.42M	Buy	3,793 +77	+2%	+$31.4K	0.96%	28
2024 Q4	$1.57M	Buy	3,716 +160	+4%	+$68.2K	1.04%	28
2024 Q3	$1.53M	Buy	3,556 +150	+4%	+$64.1K	0.99%	29
2024 Q2	$1.52M	Buy	3,406 +167	+5%	+$70.5K	1.06%	28
2024 Q1	$1.36M	Hold	3,239	–	–	0.98%	28
2023 Q4	$1.22M	Buy	3,239 +54	+2%	+$19.2K	0.93%	31
2023 Q3	$1.01M	Buy	3,185 +204	+7%	+$67.4K	0.86%	37
2023 Q2	$1.02M	Buy	2,981 +85	+3%	+$26.6K	0.86%	35
2023 Q1	$835K	Buy	2,896 +1	+0%	+$255	0.78%	34
2022 Q4	$694K	Hold	2,895	–	–	0.65%	44
2022 Q3	$674K	Hold	2,895	–	–	0.73%	34
2022 Q2	$743K	Hold	2,895	–	–	0.76%	33
2022 Q1	$892K	Buy	2,895 +1	+0%	+$301	0.78%	29
2021 Q4	$973K	Hold	2,894	–	–	0.8%	31
2021 Q3	$816K	Buy	2,894 +17	+0.6%	+$4.95K	0.72%	29
2021 Q2	$779K	Buy	2,877 +26	+0.9%	+$6.61K	0.69%	29
2021 Q1	$672K	Hold	2,851	–	–	0.64%	31
2020 Q4	$634K	Buy	+2,851	New	+$613K	0.63%	36

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Defined Wealth Management's MSFT Position: Q3 2026 in Review

Defined Wealth Management increased its Microsoft (MSFT) stake by 6.3% in Q3 2026, buying an estimated $120K and bringing the position to 4,399 shares worth $2.26M. The position accounts for 1.16% of the portfolio, ranked #26.

Defined Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. 1,466 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Defined Wealth Management held 4,399 shares of Microsoft worth $2.26M as of Q3 2026.
Defined Wealth Management bought 260 Microsoft shares in Q3 2026, an estimated $120K.
Microsoft made up 1.16% of Defined Wealth Management's portfolio in Q3 2026, its #26 holding.
Defined Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
1,466 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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