Enzi Wealth
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Enzi Wealth’s Microsoft MSFT Stock Holding History

Enzi Wealth’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 		$1.05M Buy
1,935
+257
+15% +$119K 0.32% 30
2026
Q2 		$646K Sell
1,678
-56
-3% -$22.7K 0.2% 40
2026
Q1 		$642K Sell
1,734
-16
-0.9% -$6.7K 0.22% 35
2025
Q4 		$804K Sell
1,750
-54
-3% -$27.1K 0.28% 31
2025
Q3 		$923K Buy
1,804
+33
+2% +$16.8K 0.32% 28
2025
Q2 		$891K Buy
1,771
+3
+0.2% +$1.3K 0.33% 28
2025
Q1 		$685K Sell
1,768
-32
-2% -$13K 0.28% 28
2024
Q4 		$803K Buy
1,800
+55
+3% +$23.4K 0.31% 28
2024
Q3 		$731K Sell
1,745
-61
-3% -$26.1K 0.29% 29
2024
Q2 		$844K Buy
1,806
+145
+9% +$61.2K 0.37% 26
2024
Q1 		$687K Buy
1,661
+206
+14% +$83.4K 0.32% 25
2023
Q4 		$591K Sell
1,455
-322
-18% -$115K 0.28% 26
2023
Q3 		$582K Sell
1,777
-8
-0.4% -$2.64K 0.31% 24
2023
Q2 		$612K Buy
1,785
+23
+1% +$7.21K 0.31% 28
2023
Q1 		$509K Hold
1,762
– – 0.26% 38
2022
Q4 		$426K Buy
1,762
+47
+3% +$11.3K 0.2% 47
2022
Q3 		$424K Buy
+1,715
New +$453K 0.21% 45

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

Enzi Wealth's MSFT Position: Q3 2026 in Review

Enzi Wealth increased its Microsoft (MSFT) stake by 15% in Q3 2026, buying an estimated $119K and bringing the position to 1,935 shares worth $1.05M. The position accounts for 0.32% of the portfolio, ranked #30.

Enzi Wealth first reported a position in MSFT in Q3 2022 and has held it in 17 quarters since. 1,943 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Enzi Wealth held 1,935 shares of Microsoft worth $1.05M as of Q3 2026.
  • Enzi Wealth bought 257 Microsoft shares in Q3 2026, an estimated $119K.
  • Microsoft made up 0.32% of Enzi Wealth's portfolio in Q3 2026, its #30 holding.
  • Enzi Wealth first reported a position in Microsoft in Q3 2022 and has held it in 17 quarters since.
  • 1,943 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.