Encompass More Asset Management’s Microsoft MSFT Stock Holding History

Encompass More Asset 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	$3.6M	Sell	7,021 -1,085	-13%	-$502K	0.51%	49
2026 Q2	$3.02M	Sell	8,106 -475	-6%	-$192K	0.44%	48
2026 Q1	$3.18M	Sell	8,581 -2,368	-22%	-$991K	0.53%	36
2025 Q4	$5.3M	Buy	10,949 +5,354	+96%	+$2.68M	0.98%	23
2025 Q3	$2.9M	Buy	5,595 +147	+3%	+$75K	0.55%	44
2025 Q2	$2.71M	Sell	5,448 -153	-3%	-$66.4K	0.63%	36
2025 Q1	$2.1M	Sell	5,601 -259	-4%	-$106K	0.63%	49
2024 Q4	$2.47M	Buy	5,860 +187	+3%	+$79.7K	0.81%	33
2024 Q3	$2.44M	Buy	5,673 +1,692	+43%	+$723K	0.93%	29
2024 Q2	$1.78M	Buy	3,981 +46	+1%	+$19.4K	1.27%	19
2024 Q1	$1.66M	Sell	3,935 -203	-5%	-$82.2K	1.37%	19
2023 Q4	$1.56M	Buy	+4,138	New	+$1.47M	1.75%	16

Other funds holding MSFT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Encompass More Asset Management's MSFT Position: Q3 2026 in Review

Encompass More Asset Management reduced its Microsoft (MSFT) stake by 13% in Q3 2026, selling an estimated $502K and leaving 7,021 shares worth $3.6M. The position accounts for 0.51% of the portfolio, ranked #49.

Encompass More Asset Management first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.3M in Q4 2025. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Encompass More Asset Management held 7,021 shares of Microsoft worth $3.6M as of Q3 2026.
Encompass More Asset Management sold 1,085 Microsoft shares in Q3 2026, an estimated $502K.
Microsoft made up 0.51% of Encompass More Asset Management's portfolio in Q3 2026, its #49 holding.
Encompass More Asset Management first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
Encompass More Asset Management's Microsoft position peaked at $5.3M in Q4 2025.
3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Encompass More Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.