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GK Wealth Management’s Microsoft MSFT Stock Holding History

GK 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 		$3.33M Buy
+6,488
New +$3M 1.87% 7
2026
Q2 		– Sell
-1,129
Closed -$457K – 259
2026
Q1 		$405K Sell
1,129
-5,316
-82% -$2.22M 0.35% 35
2025
Q4 		$3.12M Buy
6,445
+126
+2% +$63.1K 2.07% 10
2025
Q3 		$3.27M Sell
6,319
-116
-2% -$59.2K 2.39% 8
2025
Q2 		$3.2M Sell
6,435
-695
-10% -$302K 2.89% 6
2025
Q1 		$2.68M Sell
7,130
-249
-3% -$102K 3.05% 7
2024
Q4 		$3.11M Buy
+7,379
New +$3.14M 3.94% 4

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

GK Wealth Management's MSFT Position: Q3 2026 in Review

GK Wealth Management opened a new position in Microsoft (MSFT) in Q3 2026: 6,488 shares worth $3.33M. The stake represents 1.87% of the portfolio and ranks #7 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in MSFT as recently as Q1 2026.

GK Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • GK Wealth Management held 6,488 shares of Microsoft worth $3.33M as of Q3 2026.
  • Microsoft was a new GK Wealth Management position in Q3 2026.
  • Microsoft made up 1.87% of GK Wealth Management's portfolio in Q3 2026, its #7 holding.
  • GK Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.