IWN
MSFT icon

Independent Wealth Network’s Microsoft MSFT Stock Holding History

Independent Wealth Network’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 		$6.17M Sell
12,039
-308
-2% -$142K 1.55% 11
2026
Q2 		$4.61M Buy
12,347
+1,130
+10% +$457K 1.17% 14
2026
Q1 		$4.15M Buy
11,217
+1,398
+14% +$585K 1.23% 14
2025
Q4 		$4.75M Buy
9,819
+643
+7% +$322K 1.45% 15
2025
Q3 		$4.75M Sell
9,176
-260
-3% -$133K 1.53% 12
2025
Q2 		$4.69M Sell
9,436
-334
-3% -$145K 1.71% 8
2025
Q1 		$3.67M Sell
9,770
-401
-4% -$163K 1.46% 14
2024
Q4 		$4.29M Buy
10,171
+614
+6% +$262K 1.74% 10
2024
Q3 		$4.11M Sell
9,557
-904
-9% -$386K 1.82% 10
2024
Q2 		$4.68M Sell
10,461
-224
-2% -$94.6K 2.18% 6
2024
Q1 		$4.5M Buy
10,685
+1,107
+12% +$448K 2.11% 6
2023
Q4 		$3.6M Buy
9,578
+1,144
+14% +$407K 1.89% 12
2023
Q3 		$2.66M Sell
8,434
-73
-0.9% -$24.1K 1.64% 14
2023
Q2 		$2.9M Buy
8,507
+194
+2% +$60.8K 1.74% 12
2023
Q1 		$2.4M Sell
8,313
-21
-0.3% -$5.36K 1.53% 15
2022
Q4 		$2M Buy
8,334
+184
+2% +$44.2K 1.37% 15
2022
Q3 		$1.9M Sell
8,150
-150
-2% -$39.6K 1.48% 13
2022
Q2 		$2.13M Sell
8,300
-465
-5% -$126K 1.54% 13
2022
Q1 		$2.7M Sell
8,765
-1,902
-18% -$572K 1.72% 12
2021
Q4 		$3.59M Buy
10,667
+5,145
+93% +$1.67M 2.21% 9
2021
Q3 		$1.84M Buy
+5,522
New +$1.61M 1.21% 19

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
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

Independent Wealth Network's MSFT Position: Q3 2026 in Review

Independent Wealth Network reduced its Microsoft (MSFT) stake by 2.5% in Q3 2026, selling an estimated $142K and leaving 12,039 shares worth $6.17M. The position accounts for 1.55% of the portfolio, ranked #11.

Independent Wealth Network first reported a position in MSFT in Q3 2021 and has held it in 21 quarters since. 1,631 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Independent Wealth Network held 12,039 shares of Microsoft worth $6.17M as of Q3 2026.
  • Independent Wealth Network sold 308 Microsoft shares in Q3 2026, an estimated $142K.
  • Microsoft made up 1.55% of Independent Wealth Network's portfolio in Q3 2026, its #11 holding.
  • Independent Wealth Network first reported a position in Microsoft in Q3 2021 and has held it in 21 quarters since.
  • 1,631 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.