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Encompass Wealth Advisors’s Microsoft MSFT Stock Holding History

Encompass Wealth 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 		$17M Buy
33,228
+17,392
+110% +$8.04M 2.52% 9
2026
Q2 		$5.91M Buy
15,836
+56
+0.4% +$22.7K 1.8% 14
2026
Q1 		$5.84M Sell
15,780
-1,913
-11% -$800K 2.03% 12
2025
Q4 		$8.56M Sell
17,693
-600
-3% -$301K 2.91% 8
2025
Q3 		$9.47M Sell
18,293
-111
-0.6% -$56.6K 3.23% 8
2025
Q2 		$9.15M Sell
18,404
-285
-2% -$124K 3.36% 7
2025
Q1 		$7.02M Sell
18,689
-144
-0.8% -$58.7K 2.86% 8
2024
Q4 		$7.94M Sell
18,833
-4,439
-19% -$1.89M 3.21% 9
2024
Q3 		$10M Sell
23,272
-123
-0.5% -$52.6K 2.51% 9
2024
Q2 		$10.5M Sell
23,395
-29
-0.1% -$12.2K 2.77% 7
2024
Q1 		$9.9M Buy
23,424
+30
+0.1% +$12.1K 2.62% 8
2023
Q4 		$8.8M Buy
23,394
+204
+0.9% +$72.6K 2.64% 9
2023
Q3 		$7.32M Buy
23,190
+513
+2% +$170K 2.44% 9
2023
Q2 		$7.72M Sell
22,677
-223
-1% -$69.9K 2.51% 9
2023
Q1 		$6.6M Sell
22,900
-9
-0% -$2.3K 2.25% 9
2022
Q4 		$5.49M Sell
22,909
-683
-3% -$164K 2% 9
2022
Q3 		$5.5M Sell
23,592
-645
-3% -$170K 2.09% 9
2022
Q2 		$6.22M Sell
24,237
-2,772
-10% -$752K 2.2% 9
2022
Q1 		$8.33M Buy
27,009
+655
+2% +$197K 2.1% 10
2021
Q4 		$8.86M Buy
26,354
+421
+2% +$136K 2.16% 10
2021
Q3 		$7.31M Sell
25,933
-8,251
-24% -$2.4M 1.91% 10
2021
Q2 		$9.26M Buy
34,184
+174
+0.5% +$44.2K 2.28% 9
2021
Q1 		$8.39M Sell
34,010
-1,589
-4% -$369K 2.14% 9
2020
Q4 		$7.92M Buy
+35,599
New +$7.65M 4.56% 6

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
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
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Encompass Wealth Advisors's MSFT Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Microsoft (MSFT) stake by 110% in Q3 2026, buying an estimated $8.04M and bringing the position to 33,228 shares worth $17M. The position accounts for 2.52% of the portfolio, ranked #9.

Encompass Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. 1,456 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Encompass Wealth Advisors held 33,228 shares of Microsoft worth $17M as of Q3 2026.
  • Encompass Wealth Advisors bought 17,392 Microsoft shares in Q3 2026, an estimated $8.04M.
  • Microsoft made up 2.52% of Encompass Wealth Advisors's portfolio in Q3 2026, its #9 holding.
  • Encompass Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • 1,456 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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