Wavvest Wealth LLC’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$436K Buy
+850
New +$393K 0.35% 68

Other funds holding MSFT

Wavvest Wealth LLC's MSFT Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in Microsoft (MSFT) in Q3 2026: 850 shares worth $436K. The stake represents 0.35% of the portfolio and ranks #68 among its holdings.

2,471 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Wavvest Wealth LLC held 850 shares of Microsoft worth $436K as of Q3 2026.
  • Microsoft was a new Wavvest Wealth LLC position in Q3 2026.
  • Microsoft made up 0.35% of Wavvest Wealth LLC's portfolio in Q3 2026, its #68 holding.
  • 2,471 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.