Emerald Advisors
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Emerald Advisors’s Microsoft MSFT Stock Holding History

Emerald Advisors’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 		$9.8M Sell
19,177
-280
-1% -$129K 1.26% 7
2026
Q2 		$7.26M Buy
19,457
+967
+5% +$391K 0.91% 7
2026
Q1 		$6.84M Buy
18,490
+671
+4% +$281K 0.85% 7
2025
Q4 		$8.62M Buy
17,819
+5,191
+41% +$2.6M 1.17% 5
2025
Q3 		$6.54M Buy
12,628
+505
+4% +$258K 0.87% 9
2025
Q2 		$6.03M Buy
12,123
+341
+3% +$148K 0.77% 9
2025
Q1 		$4.42M Buy
11,782
+456
+4% +$186K 0.59% 10
2024
Q4 		$4.77M Sell
11,326
-110
-1% -$46.9K 0.66% 10
2024
Q3 		$4.78M Sell
11,436
-208
-2% -$88.9K 0.69% 9
2024
Q2 		$5.2M Buy
11,644
+102
+0.9% +$43.1K 0.79% 8
2024
Q1 		$4.86M Sell
11,542
-143
-1% -$57.9K 0.86% 8
2023
Q4 		$4.39M Buy
11,685
+57
+0.5% +$20.3K 0.84% 8
2023
Q3 		$3.67M Sell
11,628
-166
-1% -$54.9K 0.85% 9
2023
Q2 		$4.02M Buy
11,794
+83
+0.7% +$26K 0.96% 8
2023
Q1 		$3.38M Buy
11,711
+57
+0.5% +$14.5K 0.87% 8
2022
Q4 		$2.79M Sell
11,654
-134
-1% -$32.2K 0.77% 8
2022
Q3 		$2.74M Buy
11,788
+107
+0.9% +$28.3K 0.8% 9
2022
Q2 		$3M Buy
11,681
+244
+2% +$66.2K 0.84% 8
2022
Q1 		$3.53M Sell
11,437
-122
-1% -$36.7K 0.83% 7
2021
Q4 		$3.89M Buy
11,559
+3,843
+50% +$1.25M 0.94% 6
2021
Q3 		$2.18M Sell
7,716
-60
-0.8% -$17.5K 0.62% 17
2021
Q2 		$2.11M Buy
7,776
+126
+2% +$32K 0.66% 15
2021
Q1 		$1.8M Buy
7,650
+62
+0.8% +$14.4K 0.65% 16
2020
Q4 		$1.69M Sell
7,588
-781
-9% -$168K 0.58% 16
2020
Q3 		$1.76M Buy
8,369
+2,446
+41% +$514K 0.67% 17
2020
Q2 		$1.2M Buy
5,923
+8
+0.1% +$1.45K 0.53% 24
2020
Q1 		$1.09M Sell
5,915
-535
-8% -$88K 0.49% 23
2019
Q4 		$1.05M Buy
+6,450
New +$948K 1% 14

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Emerald Advisors's MSFT Position: Q3 2026 in Review

Emerald Advisors reduced its Microsoft (MSFT) stake by 1.4% in Q3 2026, selling an estimated $129K and leaving 19,177 shares worth $9.8M. The position accounts for 1.26% of the portfolio, ranked #7.

Emerald Advisors first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Emerald Advisors held 19,177 shares of Microsoft worth $9.8M as of Q3 2026.
  • Emerald Advisors sold 280 Microsoft shares in Q3 2026, an estimated $129K.
  • Microsoft made up 1.26% of Emerald Advisors's portfolio in Q3 2026, its #7 holding.
  • Emerald Advisors first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.