Index Fund Advisors
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Index Fund Advisors’s Microsoft MSFT Stock Holding History

Index Fund 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 		$5.99M Sell
11,673
-1,153
-9% -$533K 0.25% 28
2026
Q2 		$4.78M Buy
12,826
+2,226
+21% +$901K 0.19% 32
2026
Q1 		$3.92M Buy
10,600
+1,505
+17% +$630K 0.18% 34
2025
Q4 		$4.4M Sell
9,095
-290
-3% -$145K 0.21% 31
2025
Q3 		$4.86M Buy
9,385
+2,388
+34% +$1.22M 0.24% 27
2025
Q2 		$3.48M Buy
6,997
+3,226
+86% +$1.4M 0.2% 25
2025
Q1 		$1.42M Sell
3,771
-2,056
-35% -$838K 0.09% 30
2024
Q4 		$2.46M Buy
5,827
+31
+0.5% +$13.2K 0.13% 24
2024
Q3 		$2.49M Sell
5,796
-496
-8% -$212K 0.13% 23
2024
Q2 		$2.81M Buy
6,292
+499
+9% +$211K 0.16% 24
2024
Q1 		$2.44M Buy
5,793
+787
+16% +$319K 0.13% 23
2023
Q4 		$1.88M Sell
5,006
-633
-11% -$225K 0.11% 24
2023
Q3 		$1.78M Buy
5,639
+723
+15% +$239K 0.12% 24
2023
Q2 		$1.67M Buy
4,916
+149
+3% +$46.7K 0.11% 25
2023
Q1 		$1.37M Sell
4,767
-122
-2% -$31.1K 0.09% 24
2022
Q4 		$1.17M Sell
4,889
-4,285
-47% -$1.03M 0.08% 26
2022
Q3 		$2.14M Buy
9,174
+436
+5% +$115K 0.17% 17
2022
Q2 		$2.24M Buy
8,738
+503
+6% +$137K 0.17% 15
2022
Q1 		$2.54M Sell
8,235
-821
-9% -$247K 0.19% 15
2021
Q4 		$3.05M Buy
+9,056
New +$2.94M 0.22% 14

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Index Fund Advisors's MSFT Position: Q3 2026 in Review

Index Fund Advisors reduced its Microsoft (MSFT) stake by 9% in Q3 2026, selling an estimated $533K and leaving 11,673 shares worth $5.99M. The position accounts for 0.25% of the portfolio, ranked #28.

Index Fund Advisors first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Index Fund Advisors held 11,673 shares of Microsoft worth $5.99M as of Q3 2026.
  • Index Fund Advisors sold 1,153 Microsoft shares in Q3 2026, an estimated $533K.
  • Microsoft made up 0.25% of Index Fund Advisors's portfolio in Q3 2026, its #28 holding.
  • Index Fund Advisors first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Index Fund Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.