FEG
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Financial Enhancement Group’s Microsoft MSFT Stock Holding History

Financial Enhancement Group’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 		$424K Hold
800
– – 0.05% 105
2026
Q2 		$298K Hold
800
– – 0.04% 125
2026
Q1 		$338K Buy
+800
New +$335K 0.04% 118

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Financial Enhancement Group's MSFT Position: Q3 2026 in Review

Financial Enhancement Group increased its Microsoft (MSFT) stake by 0.24% in Q3 2026, buying an estimated $3.7K and bringing the position to 3,288 shares worth $1.74M. The position accounts for 0.2% of the portfolio, ranked #72.

Financial Enhancement Group first reported a position in MSFT in Q1 2018 and has held it in 35 quarters since. 808 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Financial Enhancement Group held 3,288 shares of Microsoft worth $1.74M as of Q3 2026.
  • Financial Enhancement Group bought 8 Microsoft shares in Q3 2026, an estimated $3.7K.
  • Microsoft made up 0.2% of Financial Enhancement Group's portfolio in Q3 2026, its #72 holding.
  • Financial Enhancement Group first reported a position in Microsoft in Q1 2018 and has held it in 35 quarters since.
  • 808 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.