FORM Wealth Advisors
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FORM Wealth Advisors’s Microsoft MSFT Stock Holding History

FORM 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 		$707K Sell
1,378
-497
-27% -$230K 0.08% 26
2026
Q2 		$700K Sell
1,875
-700
-27% -$283K 0.08% 27
2026
Q1 		$953K Sell
2,575
-32
-1% -$13.4K 0.11% 28
2025
Q4 		$1.26M Buy
+2,607
New +$1.31M 0.15% 25
2025
Q2 		$1.68M Buy
3,379
+133
+4% +$57.8K 0.2% 22
2025
Q1 		$1.22M Buy
+3,246
New +$1.32M 0.17% 24

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

FORM Wealth Advisors's MSFT Position: Q3 2026 in Review

FORM Wealth Advisors reduced its Microsoft (MSFT) stake by 27% in Q3 2026, selling an estimated $230K and leaving 1,378 shares worth $707K. The position accounts for 0.08% of the portfolio, ranked #26.

FORM Wealth Advisors first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.68M in Q2 2025. 1,943 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • FORM Wealth Advisors held 1,378 shares of Microsoft worth $707K as of Q3 2026.
  • FORM Wealth Advisors sold 497 Microsoft shares in Q3 2026, an estimated $230K.
  • Microsoft made up 0.08% of FORM Wealth Advisors's portfolio in Q3 2026, its #26 holding.
  • FORM Wealth Advisors first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
  • FORM Wealth Advisors's Microsoft position peaked at $1.68M in Q2 2025.
  • 1,943 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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