Financial Designs
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Financial Designs’s Microsoft MSFT Stock Holding History

Financial Designs’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 		$297K Buy
+579
New +$268K 0.15% 30
2025
Q3 		– Sell
-477
Closed -$237K – 30
2025
Q2 		$237K Buy
+477
New +$207K 0.15% 34

Other funds holding MSFT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Financial Designs's MSFT Position: Q3 2026 in Review

Financial Designs opened a new position in Microsoft (MSFT) in Q3 2026: 579 shares worth $297K. The stake represents 0.15% of the portfolio and ranks #30 among its holdings. This is a return to the name: Financial Designs previously reported a position in MSFT as recently as Q2 2025.

Financial Designs first reported a position in MSFT in Q2 2025 and has held it in 2 quarters since. 4,980 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Financial Designs held 579 shares of Microsoft worth $297K as of Q3 2026.
  • Microsoft was a new Financial Designs position in Q3 2026.
  • Microsoft made up 0.15% of Financial Designs's portfolio in Q3 2026, its #30 holding.
  • Financial Designs first reported a position in Microsoft in Q2 2025 and has held it in 2 quarters since.
  • 4,980 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.