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

Financial Management 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 		$10M Buy
19,371
+2,001
+12% +$925K 1.44% 18
2026
Q2 		$6.84M Sell
17,370
-229
-1% -$92.7K 0.98% 29
2026
Q1 		$6.57M Buy
17,599
+742
+4% +$310K 1.01% 28
2025
Q4 		$7.97M Buy
16,857
+72
+0.4% +$36.1K 1.26% 20
2025
Q3 		$8.87M Buy
16,785
+278
+2% +$142K 1.46% 14
2025
Q2 		$8.23M Buy
16,507
+463
+3% +$201K 1.48% 15
2025
Q1 		$5.74M Buy
16,044
+82
+0.5% +$33.4K 1.29% 20
2024
Q4 		$6.76M Sell
15,962
-735
-4% -$313K 1.4% 17
2024
Q3 		$6.95M Buy
16,697
+209
+1% +$89.3K 1.45% 18
2024
Q2 		$7.71M Sell
16,488
-473
-3% -$200K 1.85% 16
2024
Q1 		$7.09M Buy
16,961
+5
+0% +$2.02K 1.79% 14
2023
Q4 		$6.24M Buy
16,956
+2,481
+17% +$883K 1.82% 13
2023
Q3 		$4.62M Buy
14,475
+388
+3% +$128K 1.53% 16
2023
Q2 		$4.76M Sell
14,087
-291
-2% -$91.2K 1.66% 14
2023
Q1 		$4.13M Sell
14,378
-115
-0.8% -$29.3K 1.66% 15
2022
Q4 		$3.32M Buy
14,493
+329
+2% +$79K 1.48% 14
2022
Q3 		$3.52M Buy
14,164
+289
+2% +$76.3K 1.74% 11
2022
Q2 		$3.6M Sell
13,875
-107
-0.8% -$29K 1.92% 10
2022
Q1 		$4.4M Buy
13,982
+532
+4% +$160K 2.24% 11
2021
Q4 		$4.42M Sell
13,450
-292
-2% -$94.7K 2.03% 12
2021
Q3 		$3.89M Sell
13,742
-954
-6% -$278K 1.97% 11
2021
Q2 		$4.08M Sell
14,696
-251
-2% -$63.8K 2.08% 10
2021
Q1 		$3.76M Buy
14,947
+2,436
+19% +$565K 1.95% 12
2020
Q4 		$2.81M Buy
+12,511
New +$2.69M 1.73% 14

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

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

Financial Management Network increased its Microsoft (MSFT) stake by 12% in Q3 2026, buying an estimated $925K and bringing the position to 19,371 shares worth $10M. The position accounts for 1.44% of the portfolio, ranked #18.

Financial Management Network first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. 1,295 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Financial Management Network held 19,371 shares of Microsoft worth $10M as of Q3 2026.
  • Financial Management Network bought 2,001 Microsoft shares in Q3 2026, an estimated $925K.
  • Microsoft made up 1.44% of Financial Management Network's portfolio in Q3 2026, its #18 holding.
  • Financial Management Network first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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