Discipline Wealth Solutions
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Discipline Wealth Solutions’s Microsoft MSFT Stock Holding History

Discipline Wealth Solutions’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 		$3.03M Sell
5,900
-4
-0.1% -$1.85K 0.26% 57
2026
Q2 		$2.2M Buy
5,904
+102
+2% +$41.3K 0.19% 62
2026
Q1 		$2.15M Buy
5,802
+630
+12% +$264K 0.23% 60
2025
Q4 		$2.5M Buy
5,172
+831
+19% +$416K 0.46% 44
2025
Q3 		$2.25M Buy
4,341
+697
+19% +$356K 0.59% 34
2025
Q2 		$1.81M Buy
3,644
+943
+35% +$410K 0.69% 27
2025
Q1 		$1.01M Hold
2,701
– – 0.48% 28
2024
Q4 		$1.14M Buy
2,701
+42
+2% +$17.9K 0.53% 28
2024
Q3 		$1.14M Buy
2,659
+2,138
+410% +$914K 0.6% 24
2024
Q2 		$233K Buy
+521
New +$220K 0.18% 25

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Discipline Wealth Solutions's MSFT Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its Microsoft (MSFT) stake by 0.07% in Q3 2026, selling an estimated $1.85K and leaving 5,900 shares worth $3.03M. The position accounts for 0.26% of the portfolio, ranked #57.

Discipline Wealth Solutions first reported a position in MSFT in Q2 2024 and has held it in 10 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Discipline Wealth Solutions held 5,900 shares of Microsoft worth $3.03M as of Q3 2026.
  • Discipline Wealth Solutions sold 4 Microsoft shares in Q3 2026, an estimated $1.85K.
  • Microsoft made up 0.26% of Discipline Wealth Solutions's portfolio in Q3 2026, its #57 holding.
  • Discipline Wealth Solutions first reported a position in Microsoft in Q2 2024 and has held it in 10 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.