Finer Wealth Management
MSFT icon

Finer Wealth Management’s Microsoft MSFT Stock Holding History

Finer Wealth Management’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 		$16.4M Sell
32,016
-46
-0.1% -$21.3K 6.49% 3
2026
Q2 		$12M Sell
32,062
-97
-0.3% -$39.2K 5.34% 6
2026
Q1 		$11.9M Sell
32,159
-263
-0.8% -$110K 5.97% 4
2025
Q4 		$15.7M Buy
32,422
+2,834
+10% +$1.42M 7.59% 2
2025
Q3 		$15.3M Buy
29,588
+79
+0.3% +$40.3K 7.64% 3
2025
Q2 		$14.7M Sell
29,509
-127
-0.4% -$55.2K 7.85% 1
2025
Q1 		$11.1M Buy
29,636
+174
+0.6% +$70.9K 6.67% 3
2024
Q4 		$12.4M Buy
29,462
+662
+2% +$282K 7.12% 2
2024
Q3 		$12.4M Buy
28,800
+733
+3% +$313K 7.65% 3
2024
Q2 		$12.5M Buy
28,067
+201
+0.7% +$84.9K 8.09% 3
2024
Q1 		$11.7M Buy
27,866
+393
+1% +$159K 7.7% 2
2023
Q4 		$10.3M Buy
27,473
+260
+1% +$92.5K 7.7% 2
2023
Q3 		$8.59M Buy
27,213
+631
+2% +$209K 6.87% 3
2023
Q2 		$9.05M Sell
26,582
-344
-1% -$108K 7.07% 2
2023
Q1 		$7.76M Buy
26,926
+1,882
+8% +$480K 6.56% 2
2022
Q4 		$6.01M Sell
25,044
-641
-2% -$154K 5.62% 3
2022
Q3 		$5.98M Sell
25,685
-28
-0.1% -$7.39K 5.89% 3
2022
Q2 		$6.6M Sell
25,713
-875
-3% -$237K 6.03% 2
2022
Q1 		$8.2M Buy
26,588
+547
+2% +$165K 6.69% 2
2021
Q4 		$8.76M Buy
+26,041
New +$8.44M 7.27% 2

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

Finer Wealth Management's MSFT Position: Q3 2026 in Review

Finer Wealth Management reduced its Microsoft (MSFT) stake by 0.14% in Q3 2026, selling an estimated $21.3K and leaving 32,016 shares worth $16.4M. The position accounts for 6.49% of the portfolio, ranked #3.

Finer Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 2,850 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Finer Wealth Management held 32,016 shares of Microsoft worth $16.4M as of Q3 2026.
  • Finer Wealth Management sold 46 Microsoft shares in Q3 2026, an estimated $21.3K.
  • Microsoft made up 6.49% of Finer Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Finer Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 2,850 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.