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Intelligence Driven Advisers’s Microsoft MSFT Stock Holding History

Intelligence Driven Advisers’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 		$3.77M Buy
7,356
+924
+14% +$427K 0.65% 22
2026
Q2 		$2.4M Buy
6,432
+2,831
+79% +$1.15M 0.39% 33
2026
Q1 		$1.33M Sell
3,601
-44
-1% -$18.4K 0.23% 41
2025
Q4 		$1.76M Sell
3,645
-453
-11% -$227K 0.25% 35
2025
Q3 		$2.12M Buy
4,098
+55
+1% +$28.1K 0.29% 31
2025
Q2 		$2.01M Buy
4,043
+181
+5% +$78.6K 0.3% 31
2025
Q1 		$1.45M Sell
3,862
-96
-2% -$39.1K 0.28% 32
2024
Q4 		$1.67M Buy
3,958
+244
+7% +$104K 0.31% 29
2024
Q3 		$1.6M Buy
3,714
+234
+7% +$100K 0.23% 31
2024
Q2 		$1.56M Buy
3,480
+544
+19% +$230K 0.22% 32
2024
Q1 		$1.24M Buy
2,936
+18
+0.6% +$7.29K 0.18% 36
2023
Q4 		$1.16M Sell
2,918
-184
-6% -$65.5K 0.19% 32
2023
Q3 		$989K Sell
3,102
-76
-2% -$25.1K 0.18% 32
2023
Q2 		$1.08M Buy
3,178
+652
+26% +$204K 0.19% 41
2023
Q1 		$718K Sell
2,526
-104
-4% -$26.5K 0.13% 45
2022
Q4 		$592K Hold
2,630
– – 0.11% 51
2022
Q3 		$649K Sell
2,630
-199
-7% -$52.5K 0.13% 66
2022
Q2 		$753K Sell
2,829
-70
-2% -$19K 0.15% 64
2022
Q1 		$874K Sell
2,899
-1,463
-34% -$440K 0.16% 54
2021
Q4 		$1.26M Sell
4,362
-510
-10% -$165K 0.23% 47
2021
Q3 		$1.41M Buy
4,872
+301
+7% +$87.6K 0.32% 36
2021
Q2 		$1.24M Buy
4,571
+2,533
+124% +$644K 0.24% 44
2021
Q1 		$480K Sell
2,038
-568
-22% -$132K 0.11% 53
2020
Q4 		$580K Sell
2,606
-275
-10% -$59.1K 0.13% 57
2020
Q3 		$606K Sell
2,881
-2
-0.1% -$420 0.14% 44
2020
Q2 		$587K Sell
2,883
-41
-1% -$7.44K 0.21% 53
2020
Q1 		$461K Sell
2,924
-11
-0.4% -$1.81K 0.21% 55
2019
Q4 		$463K Sell
2,935
-168
-5% -$24.7K 0.21% 52
2019
Q3 		$431K Sell
3,103
-548
-15% -$75.4K 0.2% 56
2019
Q2 		$489K Sell
3,651
-1,021
-22% -$130K 0.23% 61
2019
Q1 		$551K Buy
4,672
+2,008
+75% +$219K 0.3% 48
2018
Q4 		$271K Buy
+2,664
New +$285K 0.17% 81

Other funds holding MSFT

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Intelligence Driven Advisers's MSFT Position: Q3 2026 in Review

Intelligence Driven Advisers increased its Microsoft (MSFT) stake by 14% in Q3 2026, buying an estimated $427K and bringing the position to 7,356 shares worth $3.77M. The position accounts for 0.65% of the portfolio, ranked #22.

Intelligence Driven Advisers first reported a position in MSFT in Q4 2018 and has held it in 32 quarters since. 348 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Intelligence Driven Advisers held 7,356 shares of Microsoft worth $3.77M as of Q3 2026.
  • Intelligence Driven Advisers bought 924 Microsoft shares in Q3 2026, an estimated $427K.
  • Microsoft made up 0.65% of Intelligence Driven Advisers's portfolio in Q3 2026, its #22 holding.
  • Intelligence Driven Advisers first reported a position in Microsoft in Q4 2018 and has held it in 32 quarters since.
  • 348 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.