Dynamic Wealth Strategies’s Microsoft MSFT Stock Holding History

Dynamic Wealth Strategies’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	$783K	Buy	1,527 +159	+12%	+$73.5K	0.42%	34
2026 Q2	$510K	Sell	1,368 -452	-25%	-$183K	0.27%	42
2026 Q1	$674K	Sell	1,820 -450	-20%	-$188K	0.39%	36
2025 Q4	$1.1M	Buy	2,270 +570	+34%	+$286K	0.65%	32
2025 Q3	$881K	Buy	1,700 +246	+17%	+$125K	0.59%	31
2025 Q2	$723K	Sell	1,454 -17	-1%	-$7.38K	0.52%	30
2025 Q1	$552K	Buy	1,471 +17	+1%	+$6.93K	0.46%	34
2024 Q4	$613K	Sell	1,454 -7	-0.5%	-$2.98K	0.55%	30
2024 Q3	$629K	Sell	1,461 -96	-6%	-$41K	0.51%	30
2024 Q2	$696K	Sell	1,557 -18	-1%	-$7.6K	0.6%	27
2024 Q1	$663K	Buy	1,575 +24	+2%	+$9.7K	0.57%	26
2023 Q4	$583K	Buy	+1,551	New	+$552K	0.54%	25

Other funds holding MSFT

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Dynamic Wealth Strategies's MSFT Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its Microsoft (MSFT) stake by 12% in Q3 2026, buying an estimated $73.5K and bringing the position to 1,527 shares worth $783K. The position accounts for 0.42% of the portfolio, ranked #34.

Dynamic Wealth Strategies first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q4 2025. 1,800 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Dynamic Wealth Strategies held 1,527 shares of Microsoft worth $783K as of Q3 2026.
Dynamic Wealth Strategies bought 159 Microsoft shares in Q3 2026, an estimated $73.5K.
Microsoft made up 0.42% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #34 holding.
Dynamic Wealth Strategies first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
Dynamic Wealth Strategies's Microsoft position peaked at $1.1M in Q4 2025.
1,800 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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