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Global Wealth Strategies & Associates’s Microsoft MSFT Stock Holding History

Global Wealth Strategies & Associates’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 		$2.3M Buy
4,483
+789
+21% +$365K 0.42% 30
2026
Q2 		$1.38M Buy
3,694
+40
+1% +$16.2K 0.26% 35
2026
Q1 		$1.35M Buy
3,654
+398
+12% +$167K 0.33% 26
2025
Q4 		$1.57M Buy
3,256
+49
+2% +$24.6K 0.39% 21
2025
Q3 		$1.66M Buy
3,207
+401
+14% +$205K 0.43% 21
2025
Q2 		$1.4M Sell
2,806
-404
-13% -$175K 0.4% 22
2025
Q1 		$1.21M Buy
3,210
+67
+2% +$27.3K 0.37% 22
2024
Q4 		$1.32M Buy
3,143
+146
+5% +$62.2K 0.41% 21
2024
Q3 		$1.29M Buy
2,997
+25
+0.8% +$10.7K 0.42% 19
2024
Q2 		$1.33M Sell
2,972
-251
-8% -$106K 0.48% 20
2024
Q1 		$1.36M Buy
3,223
+111
+4% +$44.9K 0.51% 20
2023
Q4 		$1.17M Sell
3,112
-34
-1% -$12.1K 0.49% 20
2023
Q3 		$993K Buy
3,146
+2
+0.1% +$661 0.46% 26
2023
Q2 		$1.07M Hold
3,144
– – 0.5% 25
2023
Q1 		$906K Sell
3,144
-984
-24% -$251K 0.47% 24
2022
Q4 		$990K Buy
+4,128
New +$991K 0.57% 26

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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Global Wealth Strategies & Associates's MSFT Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its Microsoft (MSFT) stake by 21% in Q3 2026, buying an estimated $365K and bringing the position to 4,483 shares worth $2.3M. The position accounts for 0.42% of the portfolio, ranked #30.

Global Wealth Strategies & Associates first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. 977 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Global Wealth Strategies & Associates held 4,483 shares of Microsoft worth $2.3M as of Q3 2026.
  • Global Wealth Strategies & Associates bought 789 Microsoft shares in Q3 2026, an estimated $365K.
  • Microsoft made up 0.42% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #30 holding.
  • Global Wealth Strategies & Associates first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • 977 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.