Guided Capital Wealth Management’s Microsoft MSFT Stock Holding History

Guided Capital 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	$2.7M	Sell	5,266 -382	-7%	-$177K	1.57%	21
2026 Q2	$2.11M	Sell	5,648 -285	-5%	-$115K	1.23%	22
2026 Q1	$2.2M	Buy	5,933 +239	+4%	+$100K	1.45%	21
2025 Q4	$2.75M	Buy	5,694 +238	+4%	+$119K	1.93%	19
2025 Q3	$2.83M	Buy	5,456 +51	+0.9%	+$26K	2.42%	14
2025 Q2	$2.69M	Buy	5,405 +21	+0.4%	+$9.12K	2.07%	17
2025 Q1	$2.02M	Buy	5,384 +1,468	+37%	+$599K	1.69%	20
2024 Q4	$1.65M	Buy	+3,916	New	+$1.67M	1.51%	16

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

Guided Capital Wealth Management's MSFT Position: Q3 2026 in Review

Guided Capital Wealth Management reduced its Microsoft (MSFT) stake by 6.8% in Q3 2026, selling an estimated $177K and leaving 5,266 shares worth $2.7M. The position accounts for 1.57% of the portfolio, ranked #21.

Guided Capital Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.83M in Q3 2025. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Guided Capital Wealth Management held 5,266 shares of Microsoft worth $2.7M as of Q3 2026.
Guided Capital Wealth Management sold 382 Microsoft shares in Q3 2026, an estimated $177K.
Microsoft made up 1.57% of Guided Capital Wealth Management's portfolio in Q3 2026, its #21 holding.
Guided Capital Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
Guided Capital Wealth Management's Microsoft position peaked at $2.83M in Q3 2025.
2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Guided Capital Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.