Demars Financial Group
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Demars Financial Group’s Microsoft MSFT Stock Holding History

Demars Financial 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 		$2.02M Buy
3,930
+113
+3% +$52.3K 0.53% 27
2026
Q2 		$1.42M Buy
3,817
+21
+0.6% +$8.5K 0.39% 35
2026
Q1 		$1.41M Buy
3,796
+83
+2% +$34.7K 0.46% 28
2025
Q4 		$1.8M Buy
3,713
+34
+0.9% +$17K 0.6% 20
2025
Q3 		$1.91M Buy
3,679
+452
+14% +$231K 0.66% 18
2025
Q2 		$1.6M Buy
3,227
+22
+0.7% +$9.6K 0.62% 20
2025
Q1 		$1.2M Buy
3,205
+1,251
+64% +$510K 0.51% 21
2024
Q4 		$824K Buy
1,954
+70
+4% +$29.8K 0.36% 28
2024
Q3 		$811K Sell
1,884
-57
-3% -$24.4K 0.37% 25
2024
Q2 		$867K Sell
1,941
-41
-2% -$17.3K 0.42% 21
2024
Q1 		$834K Sell
1,982
-129
-6% -$52.2K 0.41% 23
2023
Q4 		$794K Buy
2,111
+116
+6% +$41.3K 0.42% 23
2023
Q3 		$630K Sell
1,995
-21
-1% -$6.94K 0.36% 41
2023
Q2 		$687K Sell
2,016
-60
-3% -$18.8K 0.38% 40
2023
Q1 		$599K Sell
2,076
-1
-0% -$255 0.33% 44
2022
Q4 		$498K Sell
2,077
-6,158
-75% -$1.48M 0.27% 47
2022
Q3 		$1.92M Buy
8,235
+501
+6% +$132K 1.14% 26
2022
Q2 		$1.99M Sell
7,734
-6,239
-45% -$1.69M 1.13% 26
2022
Q1 		$4.31M Buy
13,973
+1,244
+10% +$374K 2.17% 14
2021
Q4 		$4.28M Buy
12,729
+23
+0.2% +$7.46K 2.27% 13
2021
Q3 		$3.58M Sell
12,706
-2,928
-19% -$852K 2.11% 17
2021
Q2 		$4.24M Buy
15,634
+534
+4% +$136K 2.55% 13
2021
Q1 		$3.56M Sell
15,100
-870
-5% -$202K 2.4% 13
2020
Q4 		$3.55M Sell
15,970
-239
-1% -$51.4K 2.51% 12
2020
Q3 		$3.41M Sell
16,209
-29
-0.2% -$6.09K 2.6% 10
2020
Q2 		$3.3M Buy
16,238
+846
+5% +$154K 2.74% 8
2020
Q1 		$2.43M Buy
15,392
+1,043
+7% +$172K 2.54% 13
2019
Q4 		$2.26M Buy
+14,349
New +$2.11M 2.04% 16

Other funds holding MSFT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
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

Demars Financial Group's MSFT Position: Q3 2026 in Review

Demars Financial Group increased its Microsoft (MSFT) stake by 3% in Q3 2026, buying an estimated $52.3K and bringing the position to 3,930 shares worth $2.02M. The position accounts for 0.53% of the portfolio, ranked #27.

Demars Financial Group first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.31M in Q1 2022. 3,525 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Demars Financial Group held 3,930 shares of Microsoft worth $2.02M as of Q3 2026.
  • Demars Financial Group bought 113 Microsoft shares in Q3 2026, an estimated $52.3K.
  • Microsoft made up 0.53% of Demars Financial Group's portfolio in Q3 2026, its #27 holding.
  • Demars Financial Group first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • Demars Financial Group's Microsoft position peaked at $4.31M in Q1 2022.
  • 3,525 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Demars Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.