Delap Wealth Advisory
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Delap Wealth Advisory’s Microsoft MSFT Stock Holding History

Delap Wealth Advisory’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 		$3.78M Sell
7,367
-1,175
-14% -$543K 1.3% 20
2026
Q2 		$3.19M Sell
8,542
-9
-0.1% -$3.64K 1.08% 21
2026
Q1 		$3.17M Sell
8,551
-908
-10% -$380K 1.19% 21
2025
Q4 		$4.57M Buy
9,459
+1,132
+14% +$567K 1.77% 16
2025
Q3 		$4.33M Sell
8,327
-609
-7% -$311K 1.82% 17
2025
Q2 		$4.44M Sell
8,936
-51
-0.6% -$22.1K 2.13% 13
2025
Q1 		$3.37M Sell
8,987
-6,733
-43% -$2.75M 1.88% 13
2024
Q4 		$6.63M Buy
15,720
+605
+4% +$258K 3.96% 8
2024
Q3 		$6.5M Sell
15,115
-1,239
-8% -$530K 4.11% 9
2024
Q2 		$7.31M Sell
16,354
-14,978
-48% -$6.33M 3.36% 8
2024
Q1 		$13.2M Sell
31,332
-33,706
-52% -$13.6M 5.33% 3
2023
Q4 		$24.5M Buy
65,038
+62,618
+2,588% +$22.3M 11.07% 2
2023
Q3 		$764K Buy
2,420
+423
+21% +$140K 0.74% 22
2023
Q2 		$680K Sell
1,997
-2,410
-55% -$755K 0.67% 24
2023
Q1 		$1.27M Sell
4,407
-3,904
-47% -$996K 1.3% 19
2022
Q4 		$1.99M Buy
+8,311
New +$1.99M 2.08% 14

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Delap Wealth Advisory's MSFT Position: Q3 2026 in Review

Delap Wealth Advisory reduced its Microsoft (MSFT) stake by 14% in Q3 2026, selling an estimated $543K and leaving 7,367 shares worth $3.78M. The position accounts for 1.3% of the portfolio, ranked #20.

Delap Wealth Advisory first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. The position peaked at $24.5M in Q4 2023. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Delap Wealth Advisory held 7,367 shares of Microsoft worth $3.78M as of Q3 2026.
  • Delap Wealth Advisory sold 1,175 Microsoft shares in Q3 2026, an estimated $543K.
  • Microsoft made up 1.3% of Delap Wealth Advisory's portfolio in Q3 2026, its #20 holding.
  • Delap Wealth Advisory first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • Delap Wealth Advisory's Microsoft position peaked at $24.5M in Q4 2023.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.