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Formulate Financial’s Microsoft MSFT Stock Holding History

Formulate Financial’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 		$3.14M Hold
6,124
– – 3.27% 8
2026
Q2 		$2.28M Sell
6,124
-25
-0.4% -$10.1K 2.4% 10
2026
Q1 		$2.28M Sell
6,149
-75
-1% -$31.4K 2.81% 9
2025
Q4 		$3.01M Buy
6,224
+95
+2% +$47.6K 3.53% 9
2025
Q3 		$3.17M Buy
+6,129
New +$3.13M 3.94% 8

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Formulate Financial's MSFT Position: Q3 2026 in Review

Formulate Financial held its Microsoft (MSFT) position steady in Q3 2026 at 6,124 shares worth $3.14M. The position accounts for 3.27% of the portfolio, ranked #8.

Formulate Financial first reported a position in MSFT in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.17M in Q3 2025. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Formulate Financial held 6,124 shares of Microsoft worth $3.14M as of Q3 2026.
  • Formulate Financial left its Microsoft share count unchanged in Q3 2026.
  • Microsoft made up 3.27% of Formulate Financial's portfolio in Q3 2026, its #8 holding.
  • Formulate Financial first reported a position in Microsoft in Q3 2025 and has held it in 5 quarters since.
  • Formulate Financial's Microsoft position peaked at $3.17M in Q3 2025.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.