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Ebert Capital Management’s Microsoft MSFT Stock Holding History

Ebert Capital 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
Q3 		$7.85M Sell
15,308
-117
-0.8% -$54.1K 6.82% 4
2026
Q2 		$5.75M Buy
15,425
+304
+2% +$123K 5.4% 5
2026
Q1 		$5.6M Buy
15,121
+1,333
+10% +$558K 5.72% 5
2025
Q4 		$5.93M Buy
+13,788
New +$6.91M 5.74% 5

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Ebert Capital Management's MSFT Position: Q3 2026 in Review

Ebert Capital Management reduced its Microsoft (MSFT) stake by 0.76% in Q3 2026, selling an estimated $54.1K and leaving 15,308 shares worth $7.85M. The position accounts for 6.82% of the portfolio, ranked #4.

Ebert Capital Management first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. 1,013 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Ebert Capital Management held 15,308 shares of Microsoft worth $7.85M as of Q3 2026.
  • Ebert Capital Management sold 117 Microsoft shares in Q3 2026, an estimated $54.1K.
  • Microsoft made up 6.82% of Ebert Capital Management's portfolio in Q3 2026, its #4 holding.
  • Ebert Capital Management first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Ebert Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.