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Green Ridge Wealth Planning’s Microsoft MSFT Stock Holding History

Green Ridge Wealth Planning’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 		$5.66M Sell
11,038
-75
-0.7% -$34.7K 2.27% 13
2026
Q2 		$4.15M Buy
11,113
+487
+5% +$197K 1.74% 16
2026
Q1 		$3.93M Buy
10,626
+252
+2% +$105K 2.07% 15
2025
Q4 		$5.02M Buy
+10,374
New +$5.2M 2.57% 12

Other funds holding MSFT

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Green Ridge Wealth Planning's MSFT Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Microsoft (MSFT) stake by 0.67% in Q3 2026, selling an estimated $34.7K and leaving 11,038 shares worth $5.66M. The position accounts for 2.27% of the portfolio, ranked #13.

Green Ridge Wealth Planning first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. 263 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Green Ridge Wealth Planning held 11,038 shares of Microsoft worth $5.66M as of Q3 2026.
  • Green Ridge Wealth Planning sold 75 Microsoft shares in Q3 2026, an estimated $34.7K.
  • Microsoft made up 2.27% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #13 holding.
  • Green Ridge Wealth Planning first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • 263 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.