Future Financial Wealth Management
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Future Financial Wealth Management’s Microsoft MSFT Stock Holding History

Future Financial Wealth Management’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 		$1.22M Sell
2,371
-110
-4% -$50.9K 0.75% 27
2026
Q2 		$947K Buy
2,481
+310
+14% +$125K 0.59% 32
2026
Q1 		$893K Buy
2,171
+272
+14% +$114K 0.58% 35
2025
Q4 		$863K Buy
1,899
+64
+3% +$32.1K 0.58% 36
2025
Q3 		$951K Sell
1,835
-110
-6% -$56.1K 0.6% 31
2025
Q2 		$968K Sell
1,945
-48
-2% -$20.8K 0.66% 29
2025
Q1 		$748K Buy
1,993
+3
+0.2% +$1.22K 0.55% 35
2024
Q4 		$839K Hold
1,990
– – 0.61% 34
2024
Q3 		$856K Buy
1,990
+8
+0.4% +$3.42K 0.61% 38
2024
Q2 		$886K Sell
1,982
-925
-32% -$391K 0.78% 34
2024
Q1 		$1.22M Buy
2,907
+103
+4% +$41.7K 0.94% 25
2023
Q4 		$1.05M Hold
2,804
– – 1.05% 30
2023
Q3 		$885K Buy
2,804
+7
+0.3% +$2.31K 0.98% 29
2023
Q2 		$952K Buy
2,797
+154
+6% +$48.3K 1% 29
2023
Q1 		$759K Buy
2,643
+133
+5% +$33.9K 0.84% 33
2022
Q4 		$602K Buy
2,510
+400
+19% +$96K 0.69% 47
2022
Q3 		$542K Buy
2,110
+37
+2% +$9.8K 0.62% 52
2022
Q2 		$639K Hold
2,073
– – 0.62% 56
2022
Q1 		$639K Sell
2,073
-1,431
-41% -$431K 0.53% 56
2021
Q4 		$1.17M Buy
3,504
+93
+3% +$30.2K 0.94% 27
2021
Q3 		$924K Hold
3,411
– – 0.95% 37
2021
Q2 		$924K Buy
3,411
+187
+6% +$47.5K 0.95% 37
2021
Q1 		$760K Sell
3,224
-729
-18% -$169K 0.87% 34
2020
Q4 		$879K Buy
+3,953
New +$850K 1.01% 28

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

Future Financial Wealth Management's MSFT Position: Q3 2026 in Review

Future Financial Wealth Management reduced its Microsoft (MSFT) stake by 4.4% in Q3 2026, selling an estimated $50.9K and leaving 2,371 shares worth $1.22M. The position accounts for 0.75% of the portfolio, ranked #27.

Future Financial Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.22M in Q1 2024. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Future Financial Wealth Management held 2,371 shares of Microsoft worth $1.22M as of Q3 2026.
  • Future Financial Wealth Management sold 110 Microsoft shares in Q3 2026, an estimated $50.9K.
  • Microsoft made up 0.75% of Future Financial Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Future Financial Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • Future Financial Wealth Management's Microsoft position peaked at $1.22M in Q1 2024.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Future Financial Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.