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Intergy Private Wealth’s Microsoft MSFT Stock Holding History

Intergy Private Wealth’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 		$1.74M Buy
3,394
+153
+5% +$70.8K 0.39% 38
2026
Q2 		$1.21M Buy
3,241
+539
+20% +$218K 0.28% 50
2026
Q1 		$1M Sell
2,702
-882
-25% -$369K 0.29% 50
2025
Q4 		$1.73M Buy
3,584
+502
+16% +$252K 0.52% 29
2025
Q3 		$1.6M Buy
3,082
+63
+2% +$32.1K 0.5% 29
2025
Q2 		$1.5M Buy
3,019
+746
+33% +$324K 0.51% 29
2025
Q1 		$853K Sell
2,273
-478
-17% -$195K 0.32% 46
2024
Q4 		$1.16M Buy
2,751
+255
+10% +$109K 0.43% 35
2024
Q3 		$1.07M Buy
2,496
+154
+7% +$65.8K 0.41% 37
2024
Q2 		$1.05M Buy
2,342
+179
+8% +$75.6K 0.43% 35
2024
Q1 		$910K Buy
2,163
+34
+2% +$13.8K 0.37% 41
2023
Q4 		$801K Sell
2,129
-40
-2% -$14.2K 0.35% 44
2023
Q3 		$685K Buy
2,169
+103
+5% +$34K 0.34% 43
2023
Q2 		$703K Buy
2,066
+449
+28% +$141K 0.34% 43
2023
Q1 		$466K Buy
1,617
+455
+39% +$116K 0.26% 47
2022
Q4 		$279K Buy
+1,162
New +$279K 0.17% 56

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

Intergy Private Wealth's MSFT Position: Q3 2026 in Review

Intergy Private Wealth increased its Microsoft (MSFT) stake by 4.7% in Q3 2026, buying an estimated $70.8K and bringing the position to 3,394 shares worth $1.74M. The position accounts for 0.39% of the portfolio, ranked #38.

Intergy Private Wealth first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. 1,559 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Intergy Private Wealth held 3,394 shares of Microsoft worth $1.74M as of Q3 2026.
  • Intergy Private Wealth bought 153 Microsoft shares in Q3 2026, an estimated $70.8K.
  • Microsoft made up 0.39% of Intergy Private Wealth's portfolio in Q3 2026, its #38 holding.
  • Intergy Private Wealth first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • 1,559 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.