James T. Borello
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James T. Borello’s Microsoft MSFT Stock Holding History

James T. Borello’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 		$1.97M Buy
3,834
+371
+11% +$172K 0.41% 37
2026
Q2 		$1.29M Buy
3,463
+71
+2% +$28.7K 0.28% 45
2026
Q1 		$1.26M Buy
3,392
+648
+24% +$271K 0.32% 41
2025
Q4 		$1.33M Buy
2,744
+535
+24% +$268K 0.34% 39
2025
Q3 		$1.14M Buy
2,209
+850
+63% +$434K 0.31% 41
2025
Q2 		$676K Sell
1,359
-95
-7% -$41.3K 0.2% 49
2025
Q1 		$546K Hold
1,454
– – 0.18% 52
2024
Q4 		$613K Sell
1,454
-30
-2% -$12.8K 0.23% 47
2024
Q3 		$639K Hold
1,484
– – 0.26% 44
2024
Q2 		$663K Hold
1,484
– – 0.29% 40
2024
Q1 		$624K Hold
1,484
– – 0.28% 38
2023
Q4 		$558K Buy
+1,484
New +$528K 0.46% 32

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

James T. Borello's MSFT Position: Q3 2026 in Review

James T. Borello increased its Microsoft (MSFT) stake by 11% in Q3 2026, buying an estimated $172K and bringing the position to 3,834 shares worth $1.97M. The position accounts for 0.41% of the portfolio, ranked #37.

James T. Borello first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 2,762 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • James T. Borello held 3,834 shares of Microsoft worth $1.97M as of Q3 2026.
  • James T. Borello bought 371 Microsoft shares in Q3 2026, an estimated $172K.
  • Microsoft made up 0.41% of James T. Borello's portfolio in Q3 2026, its #37 holding.
  • James T. Borello first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.