IVC Wealth Advisors
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IVC Wealth Advisors’s Microsoft MSFT Stock Holding History

IVC Wealth 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 		$2.43M Buy
4,735
+96
+2% +$44.4K 0.97% 21
2026
Q2 		$1.73M Buy
4,639
+100
+2% +$40.5K 0.67% 29
2026
Q1 		$1.68M Buy
4,539
+120
+3% +$50.2K 0.73% 24
2025
Q4 		$2.14M Buy
4,419
+233
+6% +$117K 0.93% 23
2025
Q3 		$2.17M Buy
4,186
+185
+5% +$94.4K 0.97% 19
2025
Q2 		$1.99M Buy
4,001
+134
+3% +$58.2K 0.97% 20
2025
Q1 		$1.45M Buy
3,867
+1,133
+41% +$462K 0.78% 28
2024
Q4 		$1.15M Sell
2,734
-503
-16% -$214K 0.64% 35
2024
Q3 		$1.39M Buy
3,237
+167
+5% +$71.4K 0.76% 32
2024
Q2 		$1.37M Buy
3,070
+112
+4% +$47.3K 0.77% 31
2024
Q1 		$1.24M Sell
2,958
-4
-0.1% -$1.62K 0.72% 34
2023
Q4 		$1.11M Buy
2,962
+52
+2% +$18.5K 0.69% 36
2023
Q3 		$919K Buy
2,910
+16
+0.6% +$5.29K 0.61% 45
2023
Q2 		$985K Buy
2,894
+144
+5% +$45.1K 0.62% 41
2023
Q1 		$793K Sell
2,750
-33
-1% -$8.42K 0.56% 54
2022
Q4 		$668K Sell
2,783
-13
-0.5% -$3.12K 0.49% 59
2022
Q3 		$651K Buy
2,796
+15
+0.5% +$3.96K 0.52% 54
2022
Q2 		$714K Buy
2,781
+237
+9% +$64.3K 0.55% 50
2022
Q1 		$784K Buy
2,544
+274
+12% +$82.4K 0.52% 50
2021
Q4 		$763K Sell
2,270
-5
-0.2% -$1.62K 0.49% 53
2021
Q3 		$641K Buy
2,275
+41
+2% +$11.9K 0.44% 59
2021
Q2 		$605K Sell
2,234
-95
-4% -$24.1K 0.43% 64
2021
Q1 		$549K Buy
2,329
+1
+0% +$232 0.43% 68
2020
Q4 		$518K Buy
+2,328
New +$501K 0.49% 58

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

IVC Wealth Advisors's MSFT Position: Q3 2026 in Review

IVC Wealth Advisors increased its Microsoft (MSFT) stake by 2.1% in Q3 2026, buying an estimated $44.4K and bringing the position to 4,735 shares worth $2.43M. The position accounts for 0.97% of the portfolio, ranked #21.

IVC Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • IVC Wealth Advisors held 4,735 shares of Microsoft worth $2.43M as of Q3 2026.
  • IVC Wealth Advisors bought 96 Microsoft shares in Q3 2026, an estimated $44.4K.
  • Microsoft made up 0.97% of IVC Wealth Advisors's portfolio in Q3 2026, its #21 holding.
  • IVC Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.