GoalFusion Wealth Management
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GoalFusion Wealth Management’s Microsoft MSFT Stock Holding History

GoalFusion 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 		$1.29M Buy
2,508
+393
+19% +$182K 0.51% 16
2026
Q2 		$789K Buy
2,115
+244
+13% +$98.7K 0.32% 16
2026
Q1 		$693K Buy
1,871
+273
+17% +$114K 0.31% 16
2025
Q4 		$773K Sell
1,598
-48
-3% -$24.1K 0.36% 16
2025
Q3 		$852K Buy
1,646
+12
+0.7% +$6.12K 0.41% 15
2025
Q2 		$813K Sell
1,634
-52
-3% -$22.6K 0.42% 15
2025
Q1 		$633K Sell
1,686
-462
-22% -$188K 0.35% 13
2024
Q4 		$905K Sell
2,148
-55
-2% -$23.4K 0.49% 14
2024
Q3 		$948K Buy
2,203
+90
+4% +$38.5K 0.53% 14
2024
Q2 		$944K Buy
2,113
+513
+32% +$217K 0.59% 14
2024
Q1 		$673K Buy
1,600
+11
+0.7% +$4.45K 0.43% 15
2023
Q4 		$597K Hold
1,589
– – 0.41% 15
2023
Q3 		$502K Hold
1,589
– – 0.37% 15
2023
Q2 		$541K Sell
1,589
-27
-2% -$8.46K 0.4% 15
2023
Q1 		$466K Buy
1,616
+27
+2% +$6.89K 0.37% 16
2022
Q4 		$394K Hold
1,589
– – 0.32% 12
2022
Q3 		$370K Buy
1,589
+91
+6% +$24K 0.35% 12
2022
Q2 		$385K Hold
1,498
– – 0.36% 12
2022
Q1 		$462K Buy
+1,498
New +$451K 0.4% 11

Other funds holding MSFT

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
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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

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

GoalFusion Wealth Management increased its Microsoft (MSFT) stake by 19% in Q3 2026, buying an estimated $182K and bringing the position to 2,508 shares worth $1.29M. The position accounts for 0.51% of the portfolio, ranked #16.

GoalFusion Wealth Management first reported a position in MSFT in Q1 2022 and has held it in 19 quarters since. 4,141 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • GoalFusion Wealth Management held 2,508 shares of Microsoft worth $1.29M as of Q3 2026.
  • GoalFusion Wealth Management bought 393 Microsoft shares in Q3 2026, an estimated $182K.
  • Microsoft made up 0.51% of GoalFusion Wealth Management's portfolio in Q3 2026, its #16 holding.
  • GoalFusion Wealth Management first reported a position in Microsoft in Q1 2022 and has held it in 19 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on GoalFusion Wealth Management's 13F filing for Q3 2026, filed 6 Oct 2026.