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

Greenhouse 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 		$312K Hold
608
– – 0.21% 41
2026
Q2 		$227K Sell
608
-3,103
-84% -$1.26M 0.16% 49
2026
Q1 		$1.37M Sell
3,711
-123
-3% -$51.5K 0.85% 17
2025
Q4 		$1.85M Buy
3,834
+5
+0.1% +$2.51K 1.1% 13
2025
Q3 		$1.98M Buy
3,829
+5
+0.1% +$2.55K 1.19% 12
2025
Q2 		$1.9M Buy
3,824
+4
+0.1% +$1.74K 1.23% 11
2025
Q1 		$1.43M Buy
3,820
+6
+0.2% +$2.45K 1.07% 13
2024
Q4 		$1.61M Buy
3,814
+4
+0.1% +$1.7K 1.06% 12
2024
Q3 		$1.64M Buy
3,810
+6
+0.2% +$2.56K 1.1% 12
2024
Q2 		$1.7M Buy
3,804
+5
+0.1% +$2.11K 1.24% 12
2024
Q1 		$1.6M Buy
3,799
+46
+1% +$18.6K 1.2% 11
2023
Q4 		$1.41M Sell
3,753
-35
-0.9% -$12.5K 1.14% 12
2023
Q3 		$1.2M Sell
3,788
-16
-0.4% -$5.29K 1.07% 13
2023
Q2 		$1.3M Buy
3,804
+67
+2% +$21K 1.14% 11
2023
Q1 		$1.08M Buy
3,737
+9
+0.2% +$2.3K 1.02% 14
2022
Q4 		$894K Sell
3,728
-202
-5% -$48.5K 0.9% 15
2022
Q3 		$915K Sell
3,930
-75
-2% -$19.8K 1.02% 13
2022
Q2 		$1.03M Buy
4,005
+91
+2% +$24.7K 1.1% 14
2022
Q1 		$1.21M Buy
3,914
+7
+0.2% +$2.11K 1.13% 14
2021
Q4 		$1.31M Buy
3,907
+6
+0.2% +$1.94K 1.17% 14
2021
Q3 		$1.1M Sell
3,901
-28
-0.7% -$8.15K 1.04% 16
2021
Q2 		$1.06M Buy
3,929
+7
+0.2% +$1.78K 0.99% 16
2021
Q1 		$925K Buy
3,922
+8
+0.2% +$1.86K 0.92% 17
2020
Q4 		$871K Buy
+3,914
New +$842K 0.86% 19

Other funds holding MSFT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Greenhouse Wealth Management held its Microsoft (MSFT) position steady in Q3 2026 at 608 shares worth $312K. The position accounts for 0.21% of the portfolio, ranked #41.

Greenhouse Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.98M in Q3 2025. 4,980 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Greenhouse Wealth Management held 608 shares of Microsoft worth $312K as of Q3 2026.
  • Greenhouse Wealth Management left its Microsoft share count unchanged in Q3 2026.
  • Microsoft made up 0.21% of Greenhouse Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Greenhouse Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • Greenhouse Wealth Management's Microsoft position peaked at $1.98M in Q3 2025.
  • 4,980 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Greenhouse Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.