IMPACTfolio
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IMPACTfolio’s Microsoft MSFT Stock Holding History

IMPACTfolio’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 		$1.75M Buy
3,416
+10
+0.3% +$4.62K 0.64% 13
2026
Q2 		$1.27M Hold
3,406
– – 0.48% 15
2026
Q1 		$1.26M Sell
3,406
-16
-0.5% -$6.7K 0.54% 13
2025
Q4 		$1.65M Hold
3,422
– – 0.69% 12
2025
Q3 		$1.77M Buy
3,422
+1
+0% +$510 0.76% 14
2025
Q2 		$1.7M Sell
3,421
-10
-0.3% -$4.34K 0.81% 12
2025
Q1 		$1.29M Sell
3,431
-415
-11% -$169K 0.68% 15
2024
Q4 		$1.62M Buy
3,846
+12
+0.3% +$5.11K 0.84% 15
2024
Q3 		$1.65M Sell
3,834
-53
-1% -$22.7K 0.85% 14
2024
Q2 		$1.74M Buy
3,887
+56
+1% +$23.6K 0.97% 14
2024
Q1 		$1.61M Sell
3,831
-5,711
-60% -$2.31M 0.97% 15
2023
Q4 		$3.59M Buy
9,542
+1,645
+21% +$586K 2.33% 10
2023
Q3 		$2.49M Sell
7,897
-140
-2% -$46.3K 1.8% 10
2023
Q2 		$2.74M Sell
8,037
-26
-0.3% -$8.15K 2.17% 9
2023
Q1 		$2.32M Buy
8,063
+133
+2% +$33.9K 1.95% 9
2022
Q4 		$1.9M Buy
7,930
+97
+1% +$23.3K 1.76% 11
2022
Q3 		$1.82M Buy
7,833
+827
+12% +$218K 1.78% 12
2022
Q2 		$1.8M Buy
7,006
+2
+0% +$543 1.7% 13
2022
Q1 		$2.16M Buy
7,004
+161
+2% +$48.4K 1.61% 14
2021
Q4 		$2.3M Buy
+6,843
New +$2.22M 2.02% 12

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

IMPACTfolio's MSFT Position: Q3 2026 in Review

IMPACTfolio increased its Microsoft (MSFT) stake by 0.29% in Q3 2026, buying an estimated $4.62K and bringing the position to 3,416 shares worth $1.75M. The position accounts for 0.64% of the portfolio, ranked #13.

IMPACTfolio first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.59M in Q4 2023. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • IMPACTfolio held 3,416 shares of Microsoft worth $1.75M as of Q3 2026.
  • IMPACTfolio bought 10 Microsoft shares in Q3 2026, an estimated $4.62K.
  • Microsoft made up 0.64% of IMPACTfolio's portfolio in Q3 2026, its #13 holding.
  • IMPACTfolio first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • IMPACTfolio's Microsoft position peaked at $3.59M in Q4 2023.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on IMPACTfolio's 13F filing for Q3 2026, filed 28 Oct 2026.