Ehrlich Financial Group
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Ehrlich Financial Group’s Microsoft MSFT Stock Holding History

Ehrlich Financial Group’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 		$705K Buy
1,374
+66
+5% +$30.5K 0.36% 56
2026
Q2 		$488K Sell
1,308
-25
-2% -$10.1K 0.25% 79
2026
Q1 		$493K Buy
1,333
+110
+9% +$46K 0.28% 78
2025
Q4 		$591K Hold
1,223
– – 0.34% 64
2025
Q3 		$633K Buy
1,223
+12
+1% +$6.12K 0.38% 59
2025
Q2 		$602K Sell
1,211
-13
-1% -$5.65K 0.39% 55
2025
Q1 		$459K Buy
1,224
+53
+5% +$21.6K 0.33% 61
2024
Q4 		$494K Sell
1,171
-22
-2% -$9.37K 0.35% 56
2024
Q3 		$513K Sell
1,193
-20
-2% -$8.55K 0.37% 55
2024
Q2 		$542K Buy
1,213
+164
+16% +$69.3K 0.43% 47
2024
Q1 		$441K Sell
1,049
-23
-2% -$9.31K 0.37% 61
2023
Q4 		$403K Buy
+1,072
New +$382K 0.4% 61

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Ehrlich Financial Group's MSFT Position: Q3 2026 in Review

Ehrlich Financial Group increased its Microsoft (MSFT) stake by 5% in Q3 2026, buying an estimated $30.5K and bringing the position to 1,374 shares worth $705K. The position accounts for 0.36% of the portfolio, ranked #56.

Ehrlich Financial Group first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 3,682 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Ehrlich Financial Group held 1,374 shares of Microsoft worth $705K as of Q3 2026.
  • Ehrlich Financial Group bought 66 Microsoft shares in Q3 2026, an estimated $30.5K.
  • Microsoft made up 0.36% of Ehrlich Financial Group's portfolio in Q3 2026, its #56 holding.
  • Ehrlich Financial Group first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.