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Global Wealth Management’s Microsoft MSFT Stock Holding History

Global 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 		$997K Buy
1,943
+3
+0.2% +$1.39K 0.54% 19
2026
Q2 		$724K Buy
1,940
+4
+0.2% +$1.62K 0.37% 22
2026
Q1 		$717K Buy
1,936
+229
+13% +$95.8K 0.39% 21
2025
Q4 		$825K Buy
1,707
+3
+0.2% +$1.5K 0.44% 19
2025
Q3 		$882K Buy
1,704
+3
+0.2% +$1.53K 0.46% 20
2025
Q2 		$856K Buy
1,701
+3
+0.2% +$1.3K 0.47% 19
2025
Q1 		$638K Buy
1,698
+3
+0.2% +$1.22K 0.37% 20
2024
Q4 		$714K Buy
1,695
+3
+0.2% +$1.28K 0.46% 20
2024
Q3 		$728K Buy
+1,692
New +$723K 0.49% 16

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
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
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

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

Global Wealth Management increased its Microsoft (MSFT) stake by 0.15% in Q3 2026, buying an estimated $1.39K and bringing the position to 1,943 shares worth $997K. The position accounts for 0.54% of the portfolio, ranked #19.

Global Wealth Management first reported a position in MSFT in Q3 2024 and has held it in 9 quarters since. 1,438 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Global Wealth Management held 1,943 shares of Microsoft worth $997K as of Q3 2026.
  • Global Wealth Management bought 3 Microsoft shares in Q3 2026, an estimated $1.39K.
  • Microsoft made up 0.54% of Global Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Global Wealth Management first reported a position in Microsoft in Q3 2024 and has held it in 9 quarters since.
  • 1,438 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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