HighRoad Wealth Advisors
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HighRoad Wealth Advisors’s Microsoft MSFT Stock Holding History

HighRoad Wealth Advisors’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 		$1.01M Hold
1,975
– – 0.85% 17
2026
Q2 		$737K Sell
1,975
-140
-7% -$56.6K 0.62% 18
2026
Q1 		$783K Buy
2,115
+153
+8% +$64K 0.76% 15
2025
Q4 		$949K Buy
+1,962
New +$983K 0.91% 12

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

HighRoad Wealth Advisors's MSFT Position: Q3 2026 in Review

HighRoad Wealth Advisors held its Microsoft (MSFT) position steady in Q3 2026 at 1,975 shares worth $1.01M. The position accounts for 0.85% of the portfolio, ranked #17.

HighRoad Wealth Advisors first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. 1,943 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • HighRoad Wealth Advisors held 1,975 shares of Microsoft worth $1.01M as of Q3 2026.
  • HighRoad Wealth Advisors left its Microsoft share count unchanged in Q3 2026.
  • Microsoft made up 0.85% of HighRoad Wealth Advisors's portfolio in Q3 2026, its #17 holding.
  • HighRoad Wealth Advisors first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • 1,943 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on HighRoad Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.