Founders Financial Alliance
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Founders Financial Alliance’s Microsoft MSFT Stock Holding History

Founders Financial Alliance’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 		$17M Sell
33,212
-1,461
-4% -$676K 2.35% 4
2026
Q2 		$12.9M Buy
34,673
+397
+1% +$161K 1.71% 5
2026
Q1 		$12.7M Buy
34,276
+136
+0.4% +$56.9K 2.29% 3
2025
Q4 		$16.5M Buy
34,140
+195
+0.6% +$97.7K 3.12% 3
2025
Q3 		$17.6M Buy
33,945
+104
+0.3% +$53.1K 3.31% 3
2025
Q2 		$16.8M Buy
33,841
+317
+0.9% +$138K 3.83% 3
2025
Q1 		$12.6M Buy
33,524
+2,102
+7% +$857K 3.05% 3
2024
Q4 		$13.2M Buy
31,422
+293
+0.9% +$125K 3.64% 3
2024
Q3 		$13.4M Buy
31,129
+406
+1% +$174K 3.73% 3
2024
Q2 		$13.7M Buy
30,723
+674
+2% +$285K 4.07% 3
2024
Q1 		$12.6M Sell
30,049
-1,074
-3% -$435K 3.8% 3
2023
Q4 		$11.7M Buy
31,123
+631
+2% +$225K 4.54% 2
2023
Q3 		$9.6M Sell
30,492
-189
-0.6% -$62.5K 4.21% 2
2023
Q2 		$10.4M Buy
30,681
+6,387
+26% +$2M 4.11% 2
2023
Q1 		$6.98M Sell
24,294
-3,245
-12% -$828K 3.49% 2
2022
Q4 		$6.6M Sell
27,539
-284
-1% -$68.2K 3.03% 3
2022
Q3 		$6.48M Buy
27,823
+505
+2% +$133K 3.3% 2
2022
Q2 		$7.02M Sell
27,318
-411
-1% -$112K 3.56% 2
2022
Q1 		$8.55M Sell
27,729
-1,257
-4% -$378K 3.8% 2
2021
Q4 		$9.7M Buy
28,986
+1,321
+5% +$428K 3.92% 2
2021
Q3 		$7.8M Sell
27,665
-725
-3% -$211K 3.65% 2
2021
Q2 		$7.69M Buy
28,390
+940
+3% +$239K 3.5% 2
2021
Q1 		$6.64M Buy
27,450
+246
+0.9% +$57.1K 3.27% 3
2020
Q4 		$6.04M Buy
27,204
+2,099
+8% +$451K 3.42% 2
2020
Q3 		$5.38M Buy
+25,105
New +$5.27M 3.22% 2

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

Founders Financial Alliance's MSFT Position: Q3 2026 in Review

Founders Financial Alliance reduced its Microsoft (MSFT) stake by 4.2% in Q3 2026, selling an estimated $676K and leaving 33,212 shares worth $17M. The position accounts for 2.35% of the portfolio, ranked #4.

Founders Financial Alliance first reported a position in MSFT in Q3 2020 and has held it in 25 quarters since. The position peaked at $17.6M in Q3 2025. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Founders Financial Alliance held 33,212 shares of Microsoft worth $17M as of Q3 2026.
  • Founders Financial Alliance sold 1,461 Microsoft shares in Q3 2026, an estimated $676K.
  • Microsoft made up 2.35% of Founders Financial Alliance's portfolio in Q3 2026, its #4 holding.
  • Founders Financial Alliance first reported a position in Microsoft in Q3 2020 and has held it in 25 quarters since.
  • Founders Financial Alliance's Microsoft position peaked at $17.6M in Q3 2025.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Founders Financial Alliance's 13F filing for Q3 2026, filed 10 Nov 2026.