Fortitude Financial’s Microsoft MSFT Stock Holding History

Fortitude 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	$809K	Buy	1,578 +98	+7%	+$45.3K	0.38%	25
2026 Q2	$552K	Sell	1,480 -82	-5%	-$33.2K	0.5%	17
2026 Q1	$578K	Sell	1,562 -13	-0.8%	-$5.44K	0.31%	25
2025 Q4	$762K	Sell	1,575 -26,227	-94%	-$13.1M	0.65%	21
2025 Q3	$1.45M	Sell	27,802 -7,452	-21%	-$3.8M	1.2%	15
2025 Q2	$1.81M	Buy	+35,254	New	+$15.3M	1.61%	13

Other funds holding MSFT

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fortitude Financial's MSFT Position: Q3 2026 in Review

Fortitude Financial increased its Microsoft (MSFT) stake by 6.6% in Q3 2026, buying an estimated $45.3K and bringing the position to 1,578 shares worth $809K. The position accounts for 0.38% of the portfolio, ranked #25.

Fortitude Financial first reported a position in MSFT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.81M in Q2 2025. 2,593 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Fortitude Financial held 1,578 shares of Microsoft worth $809K as of Q3 2026.
Fortitude Financial bought 98 Microsoft shares in Q3 2026, an estimated $45.3K.
Microsoft made up 0.38% of Fortitude Financial's portfolio in Q3 2026, its #25 holding.
Fortitude Financial first reported a position in Microsoft in Q2 2025 and has held it in 6 quarters since.
Fortitude Financial's Microsoft position peaked at $1.81M in Q2 2025.
2,593 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Fortitude Financial's 13F filing for Q3 2026, filed 19 Oct 2026.