Fidato Wealth
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Fidato Wealth’s Microsoft MSFT Stock Holding History

Fidato 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 		$2.6M Buy
5,065
+4,515
+821% +$2.09M 1.41% 7
2026
Q2 		$205K Sell
550
-105
-16% -$42.5K 0.12% 14
2026
Q1 		$242K Buy
655
+114
+21% +$47.7K 0.16% 13
2025
Q4 		$262K Sell
541
-5
-0.9% -$2.51K 0.17% 13
2025
Q3 		$283K Buy
+546
New +$279K 0.19% 14
2025
Q2 		– Sell
-4,625
Closed -$1.74M – 20
2025
Q1 		$1.74M Buy
4,625
+15
+0.3% +$6.12K 1.33% 8
2024
Q4 		$1.94M Buy
+4,610
New +$1.96M 1.46% 8

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Fidato Wealth's MSFT Position: Q3 2026 in Review

Fidato Wealth increased its Microsoft (MSFT) stake by 821% in Q3 2026, buying an estimated $2.09M and bringing the position to 5,065 shares worth $2.6M. The position accounts for 1.41% of the portfolio, ranked #7.

Fidato Wealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 2,762 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Fidato Wealth held 5,065 shares of Microsoft worth $2.6M as of Q3 2026.
  • Fidato Wealth bought 4,515 Microsoft shares in Q3 2026, an estimated $2.09M.
  • Microsoft made up 1.41% of Fidato Wealth's portfolio in Q3 2026, its #7 holding.
  • Fidato Wealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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