Financial Network Wealth Advisors
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Financial Network Wealth Advisors’s Microsoft MSFT Stock Holding History

Financial Network Wealth 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 		$2.12M Buy
4,129
+153
+4% +$70.8K 2.09% 8
2026
Q2 		$1.48M Buy
3,976
+118
+3% +$47.7K 1.51% 10
2026
Q1 		$1.43M Sell
3,858
-74
-2% -$31K 1.46% 9
2025
Q4 		$1.9M Buy
3,932
+131
+3% +$65.6K 1.98% 9
2025
Q3 		$1.97M Buy
3,801
+10
+0.3% +$5.1K 2.15% 8
2025
Q2 		$1.89M Buy
3,791
+20
+0.5% +$8.68K 2.29% 6
2025
Q1 		$1.42M Buy
3,771
+415
+12% +$169K 1.86% 8
2024
Q4 		$1.41M Sell
3,356
-1,083
-24% -$461K 2.63% 6
2024
Q3 		$1.91M Sell
4,439
-58
-1% -$24.8K 1.58% 11
2024
Q2 		$2.01M Buy
4,497
+82
+2% +$34.6K 1.5% 9
2024
Q1 		$1.86M Buy
4,415
+6
+0.1% +$2.43K 1.85% 9
2023
Q4 		$1.66M Buy
+4,409
New +$1.57M 1.77% 11

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Financial Network Wealth Advisors's MSFT Position: Q3 2026 in Review

Financial Network Wealth Advisors increased its Microsoft (MSFT) stake by 3.8% in Q3 2026, buying an estimated $70.8K and bringing the position to 4,129 shares worth $2.12M. The position accounts for 2.09% of the portfolio, ranked #8.

Financial Network Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 4,141 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Financial Network Wealth Advisors held 4,129 shares of Microsoft worth $2.12M as of Q3 2026.
  • Financial Network Wealth Advisors bought 153 Microsoft shares in Q3 2026, an estimated $70.8K.
  • Microsoft made up 2.09% of Financial Network Wealth Advisors's portfolio in Q3 2026, its #8 holding.
  • Financial Network Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.