IronBridge Private Wealth
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IronBridge Private Wealth’s Microsoft MSFT Stock Holding History

IronBridge 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 		$1.31M Sell
2,548
-2,686
-51% -$1.24M 0.39% 38
2026
Q2 		$1.95M Buy
5,234
+130
+3% +$52.6K 0.64% 33
2026
Q1 		$1.89M Sell
5,104
-5,377
-51% -$2.25M 0.61% 32
2025
Q4 		$5.07M Hold
10,481
– – 1.6% 16
2025
Q3 		$5.43M Sell
10,481
-1,624
-13% -$828K 1.71% 16
2025
Q2 		$6.02M Sell
12,105
-3,386
-22% -$1.47M 2.1% 14
2025
Q1 		$5.82M Buy
15,491
+759
+5% +$309K 2.29% 13
2024
Q4 		$6.21M Buy
14,732
+3,182
+28% +$1.36M 2.28% 12
2024
Q3 		$4.97M Sell
11,550
-6,441
-36% -$2.75M 1.86% 17
2024
Q2 		$8.04M Sell
17,991
-200
-1% -$84.5K 3.01% 10
2024
Q1 		$7.65M Buy
18,191
+310
+2% +$125K 3.17% 9
2023
Q4 		$6.72M Buy
17,881
+129
+0.7% +$45.9K 3.28% 9
2023
Q3 		$5.61M Buy
17,752
+10,665
+150% +$3.52M 3.04% 10
2023
Q2 		$2.41M Sell
7,087
-112
-2% -$35.1K 1.36% 24
2023
Q1 		$2.08M Buy
+7,199
New +$1.84M 1.33% 20
2022
Q1 		– Sell
-394
Closed -$133K – 204
2021
Q4 		$133K Sell
394
-17,379
-98% -$5.63M 0.07% 43
2021
Q3 		$5.01M Buy
17,773
+15,587
+713% +$4.54M 2.69% 11
2021
Q2 		$592K Buy
2,186
+1
+0% +$254 0.35% 30
2021
Q1 		$515K Sell
2,185
-48
-2% -$11.1K 0.33% 31
2020
Q4 		$497K Buy
+2,233
New +$480K 0.37% 28

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

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

IronBridge Private Wealth reduced its Microsoft (MSFT) stake by 51% in Q3 2026, selling an estimated $1.24M and leaving 2,548 shares worth $1.31M. The position accounts for 0.39% of the portfolio, ranked #38.

IronBridge Private Wealth first reported a position in MSFT in Q4 2020 and has held it in 20 quarters since. The position peaked at $8.04M in Q2 2024. 3,702 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • IronBridge Private Wealth held 2,548 shares of Microsoft worth $1.31M as of Q3 2026.
  • IronBridge Private Wealth sold 2,686 Microsoft shares in Q3 2026, an estimated $1.24M.
  • Microsoft made up 0.39% of IronBridge Private Wealth's portfolio in Q3 2026, its #38 holding.
  • IronBridge Private Wealth first reported a position in Microsoft in Q4 2020 and has held it in 20 quarters since.
  • IronBridge Private Wealth's Microsoft position peaked at $8.04M in Q2 2024.
  • 3,702 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on IronBridge Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.