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

Howard 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 		$2.15M Sell
4,187
-20
-0.5% -$9.25K 0.78% 39
2026
Q2 		$1.57M Buy
4,207
+87
+2% +$35.2K 0.58% 43
2026
Q1 		$1.53M Buy
4,120
+765
+23% +$320K 0.64% 42
2025
Q4 		$1.62M Sell
3,355
-63
-2% -$31.6K 0.71% 38
2025
Q3 		$1.77M Sell
3,418
-52
-1% -$26.5K 0.81% 37
2025
Q2 		$1.73M Sell
3,470
-47
-1% -$20.4K 0.87% 35
2025
Q1 		$1.32M Sell
3,517
-46
-1% -$18.8K 0.74% 38
2024
Q4 		$1.5M Buy
3,563
+32
+0.9% +$13.6K 0.81% 35
2024
Q3 		$1.52M Sell
3,531
-12
-0.3% -$5.13K 0.88% 31
2024
Q2 		$1.58M Buy
3,543
+25
+0.7% +$10.6K 1.25% 19
2024
Q1 		$1.48M Buy
3,518
+528
+18% +$214K 1.2% 19
2023
Q4 		$1.12M Sell
2,990
-225
-7% -$80.1K 0.94% 27
2023
Q3 		$1.02M Sell
3,215
-23
-0.7% -$7.6K 0.94% 27
2023
Q2 		$1.1M Sell
3,238
-84
-3% -$26.3K 0.96% 27
2023
Q1 		$958K Sell
3,322
-120
-3% -$30.6K 0.8% 35
2022
Q4 		$825K Sell
3,442
-81
-2% -$19.4K 0.68% 42
2022
Q3 		$820K Buy
3,523
+2,013
+133% +$532K 0.58% 45
2022
Q2 		$387K Sell
1,510
-1,960
-56% -$532K 0.41% 41
2022
Q1 		$1.07M Sell
3,470
-7
-0.2% -$2.11K 0.58% 46
2021
Q4 		$1.17M Sell
3,477
-70
-2% -$22.7K 0.62% 45
2021
Q3 		$999K Buy
3,547
+7
+0.2% +$2.04K 0.56% 51
2021
Q2 		$958K Sell
3,540
-461
-12% -$117K 0.53% 53
2021
Q1 		$943K Sell
4,001
-64
-2% -$14.8K 0.55% 51
2020
Q4 		$904K Sell
4,065
-371
-8% -$79.8K 0.56% 49
2020
Q3 		$933K Sell
4,436
-513
-10% -$108K 0.67% 43
2020
Q2 		$1.01M Buy
4,949
+274
+6% +$49.7K 0.82% 34
2020
Q1 		$737K Buy
4,675
+60
+1% +$9.9K 0.77% 37
2019
Q4 		$727K Buy
+4,615
New +$678K 0.61% 33

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Howard Wealth Management reduced its Microsoft (MSFT) stake by 0.48% in Q3 2026, selling an estimated $9.25K and leaving 4,187 shares worth $2.15M. The position accounts for 0.78% of the portfolio, ranked #39.

Howard Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Howard Wealth Management held 4,187 shares of Microsoft worth $2.15M as of Q3 2026.
  • Howard Wealth Management sold 20 Microsoft shares in Q3 2026, an estimated $9.25K.
  • Microsoft made up 0.78% of Howard Wealth Management's portfolio in Q3 2026, its #39 holding.
  • Howard Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.