Ergawealth Advisors
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Ergawealth Advisors’s Microsoft MSFT Stock Holding History

Ergawealth 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 		$500K Sell
975
-111
-10% -$51.3K 0.2% 29
2026
Q2 		$405K Sell
1,086
-15
-1% -$6.07K 0.16% 36
2026
Q1 		$407K Sell
1,101
-274
-20% -$115K 0.18% 36
2025
Q4 		$665K Buy
1,375
+901
+190% +$452K 0.31% 27
2025
Q3 		$245K Sell
474
-319
-40% -$163K 0.11% 49
2025
Q2 		$394K Buy
793
+52
+7% +$22.6K 0.18% 51
2025
Q1 		$278K Sell
741
-10
-1% -$4.08K 0.14% 53
2024
Q4 		$316K Sell
751
-183
-20% -$77.9K 0.16% 51
2024
Q3 		$402K Buy
934
+30
+3% +$12.8K 0.2% 45
2024
Q2 		$404K Buy
904
+3
+0.3% +$1.27K 0.22% 45
2024
Q1 		$379K Buy
901
+13
+1% +$5.26K 0.21% 43
2023
Q4 		$334K Hold
888
– – 0.21% 37
2023
Q3 		$280K Hold
888
– – 0.19% 40
2023
Q2 		$302K Buy
888
+87
+11% +$27.3K 0.21% 36
2023
Q1 		$231K Buy
+801
New +$204K 0.19% 42

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
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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ergawealth Advisors's MSFT Position: Q3 2026 in Review

Ergawealth Advisors reduced its Microsoft (MSFT) stake by 10% in Q3 2026, selling an estimated $51.3K and leaving 975 shares worth $500K. The position accounts for 0.2% of the portfolio, ranked #29.

Ergawealth Advisors first reported a position in MSFT in Q1 2023 and has held it in 15 quarters since. The position peaked at $665K in Q4 2025. 1,781 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Ergawealth Advisors held 975 shares of Microsoft worth $500K as of Q3 2026.
  • Ergawealth Advisors sold 111 Microsoft shares in Q3 2026, an estimated $51.3K.
  • Microsoft made up 0.2% of Ergawealth Advisors's portfolio in Q3 2026, its #29 holding.
  • Ergawealth Advisors first reported a position in Microsoft in Q1 2023 and has held it in 15 quarters since.
  • Ergawealth Advisors's Microsoft position peaked at $665K in Q4 2025.
  • 1,781 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Ergawealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.