Equita Financial Network
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Equita Financial Network’s Microsoft MSFT Stock Holding History

Equita Financial Network’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 		$1.36M Sell
2,657
-210
-7% -$97.1K 0.39% 40
2026
Q2 		$1.07M Buy
2,867
+56
+2% +$22.7K 0.3% 42
2026
Q1 		$1.04M Sell
2,811
-83
-3% -$34.7K 0.33% 40
2025
Q4 		$1.4M Buy
2,894
+46
+2% +$23.1K 0.42% 32
2025
Q3 		$1.48M Sell
2,848
-39
-1% -$19.9K 0.5% 32
2025
Q2 		$1.44M Sell
2,887
-282
-9% -$122K 0.57% 28
2025
Q1 		$1.19M Buy
3,169
+904
+40% +$369K 0.42% 38
2024
Q4 		$955K Buy
2,265
+107
+5% +$45.6K 0.35% 43
2024
Q3 		$929K Buy
2,158
+724
+50% +$309K 0.34% 43
2024
Q2 		$641K Buy
1,434
+427
+42% +$180K 0.27% 50
2024
Q1 		$424K Buy
1,007
+341
+51% +$138K 0.19% 53
2023
Q4 		$251K Sell
666
-1,393
-68% -$496K 0.13% 57
2023
Q3 		$650K Buy
+2,059
New +$680K 0.4% 38

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

Equita Financial Network's MSFT Position: Q3 2026 in Review

Equita Financial Network reduced its Microsoft (MSFT) stake by 7.3% in Q3 2026, selling an estimated $97.1K and leaving 2,657 shares worth $1.36M. The position accounts for 0.39% of the portfolio, ranked #40.

Equita Financial Network first reported a position in MSFT in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.48M in Q3 2025. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Equita Financial Network held 2,657 shares of Microsoft worth $1.36M as of Q3 2026.
  • Equita Financial Network sold 210 Microsoft shares in Q3 2026, an estimated $97.1K.
  • Microsoft made up 0.39% of Equita Financial Network's portfolio in Q3 2026, its #40 holding.
  • Equita Financial Network first reported a position in Microsoft in Q3 2023 and has held it in 13 quarters since.
  • Equita Financial Network's Microsoft position peaked at $1.48M in Q3 2025.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.