Echo Wealth Management’s Microsoft MSFT Stock Holding History

Echo 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 Q3	$870K	Sell	1,696 -587	-26%	-$271K	0.43%	24
2026 Q2	$852K	Buy	2,283 +140	+7%	+$56.6K	0.43%	24
2026 Q1	$793K	Sell	2,143 -621	-22%	-$260K	0.46%	24
2025 Q4	$1.34M	Sell	2,764 -332	-11%	-$166K	0.78%	24
2025 Q3	$1.6M	Sell	3,096 -50	-2%	-$25.5K	0.94%	21
2025 Q2	$1.56M	Sell	3,146 -288	-8%	-$125K	0.96%	21
2025 Q1	$1.29M	Buy	3,434 +105	+3%	+$42.8K	0.87%	22
2024 Q4	$1.4M	Sell	3,329 -10	-0.3%	-$4.26K	0.97%	24
2024 Q3	$1.39M	Sell	3,339 -110	-3%	-$47K	0.97%	23
2024 Q2	$1.54M	Buy	3,449 +1,161	+51%	+$490K	1.16%	23
2024 Q1	$963K	Buy	+2,288	New	+$926K	0.8%	26
2021 Q2	–	Sell	-872	Closed	-$206K	–	55
2021 Q1	$206K	Sell	872 -100	-10%	-$23.2K	0.26%	56
2020 Q4	$216K	Buy	+972	New	+$209K	0.28%	49

Other funds holding MSFT

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Echo Wealth Management's MSFT Position: Q3 2026 in Review

Echo Wealth Management reduced its Microsoft (MSFT) stake by 26% in Q3 2026, selling an estimated $271K and leaving 1,696 shares worth $870K. The position accounts for 0.43% of the portfolio, ranked #24.

Echo Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.6M in Q3 2025. 1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Echo Wealth Management held 1,696 shares of Microsoft worth $870K as of Q3 2026.
Echo Wealth Management sold 587 Microsoft shares in Q3 2026, an estimated $271K.
Microsoft made up 0.43% of Echo Wealth Management's portfolio in Q3 2026, its #24 holding.
Echo Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 13 quarters since.
Echo Wealth Management's Microsoft position peaked at $1.6M in Q3 2025.
1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.