DWM
MSFT icon

Dopkins Wealth Management’s Microsoft MSFT Stock Holding History

Dopkins 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
Q2 		$985K Sell
2,639
-422
-14% -$171K 0.36% 43
2026
Q1 		$1.13M Buy
3,061
+492
+19% +$206K 0.46% 39
2025
Q4 		$1.24M Hold
2,569
– – 0.51% 36
2025
Q3 		$1.33M Buy
2,569
+31
+1% +$15.8K 0.56% 36
2025
Q2 		$1.26M Hold
2,538
– – 0.57% 37
2025
Q1 		$953K Buy
2,538
+20
+0.8% +$8.15K 0.48% 38
2024
Q4 		$1.06M Buy
2,518
+218
+9% +$92.9K 0.54% 39
2024
Q3 		$990K Sell
2,300
-374
-14% -$160K 0.8% 17
2024
Q2 		$1.2M Buy
2,674
+158
+6% +$66.7K 0.73% 21
2024
Q1 		$1.06M Buy
2,516
+201
+9% +$81.4K 0.64% 22
2023
Q4 		$871K Sell
2,315
-201
-8% -$71.5K 0.68% 20
2023
Q3 		$794K Buy
2,516
+1,401
+126% +$463K 0.6% 21
2023
Q2 		$380K Hold
1,115
– – 0.34% 29
2023
Q1 		$321K Hold
1,115
– – 0.3% 31
2022
Q4 		$267K Hold
1,115
– – 0.24% 34
2022
Q3 		$260K Hold
1,115
– – 0.29% 33
2022
Q2 		$286K Hold
1,115
– – 0.31% 30
2022
Q1 		$344K Hold
1,115
– – 0.37% 28
2021
Q4 		$375K Buy
+1,115
New +$361K 0.37% 27

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return