IFS Advisors’s Microsoft MSFT Stock Holding History

IFS 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	$1.06M	Buy	2,068 +1,961	+1,833%	+$907K	0.32%	48
2026 Q2	$39.9K	Buy	107 +50	+88%	+$20.2K	0.02%	64
2026 Q1	$21.1K	Buy	57 +1	+2%	+$418	0.01%	84
2025 Q4	$27.5K	Hold	56	–	–	0.01%	60
2025 Q3	$29.5K	Hold	56	–	–	0.02%	56
2025 Q2	$28.3K	Sell	56 -94	-63%	-$40.8K	0.02%	48
2025 Q1	$56.6K	Buy	150 +50	+50%	+$20.4K	0.05%	44
2024 Q4	$42.5K	Buy	100 +35	+54%	+$14.9K	0.03%	47
2024 Q3	$28.3K	Hold	65	–	–	0.02%	37
2024 Q2	$29.4K	Hold	65	–	–	0.02%	35
2024 Q1	$27.6K	Hold	65	–	–	0.02%	37
2023 Q4	$24.7K	Hold	65	–	–	0.03%	34
2023 Q3	$20.7K	Hold	65	–	–	0.04%	37
2023 Q2	$22.4K	Hold	65	–	–	0.06%	34
2023 Q1	$18.9K	Hold	65	–	–	0.08%	33
2022 Q4	$15.7K	Hold	65	–	–	0.03%	42
2022 Q3	$15K	Hold	65	–	–	0.03%	37
2022 Q2	$16K	Hold	65	–	–	0.04%	35
2022 Q1	$20K	Hold	65	–	–	0.02%	38
2021 Q4	$21K	Buy	+65	New	+$21.1K	0.01%	51
2021 Q1	–	Sell	-87	Closed	-$19K	–	104
2020 Q4	$19K	Buy	+87	New	+$18.7K	0.01%	73

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

IFS Advisors's MSFT Position: Q3 2026 in Review

IFS Advisors increased its Microsoft (MSFT) stake by 1,833% in Q3 2026, buying an estimated $907K and bringing the position to 2,068 shares worth $1.06M. The position accounts for 0.32% of the portfolio, ranked #48.

IFS Advisors first reported a position in MSFT in Q4 2020 and has held it in 21 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

IFS Advisors held 2,068 shares of Microsoft worth $1.06M as of Q3 2026.
IFS Advisors bought 1,961 Microsoft shares in Q3 2026, an estimated $907K.
Microsoft made up 0.32% of IFS Advisors's portfolio in Q3 2026, its #48 holding.
IFS Advisors first reported a position in Microsoft in Q4 2020 and has held it in 21 quarters since.
2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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