Guardian Partners’s Microsoft MSFT Stock Holding History

Guardian Partners’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	$30.2M	Buy	58,951 +830	+1%	+$384K	2.68%	7
2026 Q2	$21.7M	Sell	58,121 -13,513	-19%	-$5.47M	1.96%	10
2026 Q1	$26.6M	Buy	71,634 +2,824	+4%	+$1.18M	2.22%	9
2025 Q4	$28.4M	Buy	68,810 +4,512	+7%	+$2.26M	2.28%	9
2025 Q3	$33.4M	Sell	64,298 -109	-0.2%	-$55.6K	2.83%	7
2025 Q2	$32.4M	Sell	64,407 -898	-1%	-$390K	2.91%	8
2025 Q1	$24.4M	Sell	65,305 -6,936	-10%	-$2.83M	2.53%	7
2024 Q4	$30.7M	Buy	+72,241	New	+$30.8M	3.12%	6

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

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Guardian Partners's MSFT Position: Q3 2026 in Review

Guardian Partners increased its Microsoft (MSFT) stake by 1.4% in Q3 2026, buying an estimated $384K and bringing the position to 58,951 shares worth $30.2M. The position accounts for 2.68% of the portfolio, ranked #7.

Guardian Partners first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $33.4M in Q3 2025. 2,283 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Guardian Partners held 58,951 shares of Microsoft worth $30.2M as of Q3 2026.
Guardian Partners bought 830 Microsoft shares in Q3 2026, an estimated $384K.
Microsoft made up 2.68% of Guardian Partners's portfolio in Q3 2026, its #7 holding.
Guardian Partners first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's Microsoft position peaked at $33.4M in Q3 2025.
2,283 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.