DiNuzzo Private Wealth’s Microsoft MSFT Stock Holding History

DiNuzzo Private Wealth’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	$2.14M	Buy	4,173 +102	+3%	+$47.2K	0.21%	29
2026 Q2	$1.52M	Sell	4,071 -7	-0.2%	-$2.83K	0.15%	33
2026 Q1	$1.51M	Sell	4,078 -24	-0.6%	-$10K	0.16%	33
2025 Q4	$1.98M	Buy	4,102 +18	+0.4%	+$9.02K	0.22%	31
2025 Q3	$2.07M	Buy	4,084 +5	+0.1%	+$2.55K	0.23%	30
2025 Q2	$2.03M	Sell	4,079 -691	-14%	-$300K	0.24%	30
2025 Q1	$1.79M	Sell	4,770 -16	-0.3%	-$6.52K	0.23%	31
2024 Q4	$2.02M	Sell	4,786 -667	-12%	-$284K	0.26%	29
2024 Q3	$2.35M	Buy	5,453 +1,603	+42%	+$685K	0.29%	28
2024 Q2	$1.72M	Buy	3,850 +191	+5%	+$80.7K	0.23%	29
2024 Q1	$1.54M	Buy	3,659 +620	+20%	+$251K	0.21%	29
2023 Q4	$1.14M	Buy	+3,039	New	+$1.08M	0.16%	30

Other funds holding MSFT

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

DiNuzzo Private Wealth's MSFT Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Microsoft (MSFT) stake by 2.5% in Q3 2026, buying an estimated $47.2K and bringing the position to 4,173 shares worth $2.14M. The position accounts for 0.21% of the portfolio, ranked #29.

DiNuzzo Private Wealth first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.35M in Q3 2024. 2,424 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

DiNuzzo Private Wealth held 4,173 shares of Microsoft worth $2.14M as of Q3 2026.
DiNuzzo Private Wealth bought 102 Microsoft shares in Q3 2026, an estimated $47.2K.
Microsoft made up 0.21% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #29 holding.
DiNuzzo Private Wealth first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Microsoft position peaked at $2.35M in Q3 2024.
2,424 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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