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Heritage Wealth Architects’s Microsoft MSFT Stock Holding History

Heritage Wealth Architects’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 		$1.04M Buy
2,015
+43
+2% +$19.9K 0.42% 28
2026
Q2 		$771K Sell
1,972
-1
-0.1% -$405 0.31% 37
2026
Q1 		$818K Sell
1,973
-158
-7% -$66.1K 0.34% 35
2025
Q4 		$993K Buy
2,131
+1,560
+273% +$782K 0.46% 31
2025
Q3 		$296K Buy
571
+8
+1% +$4.08K 0.18% 49
2025
Q2 		$280K Buy
+563
New +$244K 0.21% 41

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Heritage Wealth Architects's MSFT Position: Q3 2026 in Review

Heritage Wealth Architects increased its Microsoft (MSFT) stake by 2.2% in Q3 2026, buying an estimated $19.9K and bringing the position to 2,015 shares worth $1.04M. The position accounts for 0.42% of the portfolio, ranked #28.

Heritage Wealth Architects first reported a position in MSFT in Q2 2025 and has held it in 6 quarters since. 1,157 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Heritage Wealth Architects held 2,015 shares of Microsoft worth $1.04M as of Q3 2026.
  • Heritage Wealth Architects bought 43 Microsoft shares in Q3 2026, an estimated $19.9K.
  • Microsoft made up 0.42% of Heritage Wealth Architects's portfolio in Q3 2026, its #28 holding.
  • Heritage Wealth Architects first reported a position in Microsoft in Q2 2025 and has held it in 6 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.