Grant Private Wealth Management’s Microsoft MSFT Stock Holding History

Grant Private 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	$8.92M	Sell	17,395 -680	-4%	-$314K	4%	5
2026 Q2	$6.74M	Buy	18,075 +3,557	+25%	+$1.44M	2.84%	8
2026 Q1	$5.37M	Buy	14,518 +5,276	+57%	+$2.21M	2.85%	7
2025 Q4	$4.47M	Buy	9,242 +546	+6%	+$274K	2.7%	8
2025 Q3	$4.5M	Sell	8,696 -5,317	-38%	-$2.71M	2.78%	7
2025 Q2	$6.97M	Buy	14,013 +8,029	+134%	+$3.49M	3.95%	4
2025 Q1	$2.23M	Sell	5,984 -8	-0.1%	-$3.26K	2.41%	7
2024 Q4	$2.53M	Buy	+5,992	New	+$2.55M	2.72%	7

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Grant Private Wealth Management's MSFT Position: Q3 2026 in Review

Grant Private Wealth Management reduced its Microsoft (MSFT) stake by 3.8% in Q3 2026, selling an estimated $314K and leaving 17,395 shares worth $8.92M. The position accounts for 4% of the portfolio, ranked #5.

Grant Private Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 1,943 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Grant Private Wealth Management held 17,395 shares of Microsoft worth $8.92M as of Q3 2026.
Grant Private Wealth Management sold 680 Microsoft shares in Q3 2026, an estimated $314K.
Microsoft made up 4% of Grant Private Wealth Management's portfolio in Q3 2026, its #5 holding.
Grant Private Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
1,943 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.