Kaufman Rossin Wealth
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Kaufman Rossin Wealth’s Microsoft MSFT Stock Holding History

Kaufman Rossin 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 		$2.55M Buy
4,977
+1,761
+55% +$814K 1.03% 16
2026
Q2 		$1.24M Buy
3,216
+175
+6% +$70.8K 0.59% 20
2026
Q1 		$1.13M Buy
3,041
+486
+19% +$203K 0.65% 21
2025
Q4 		$1.24M Sell
2,555
-184
-7% -$92.2K 0.64% 20
2025
Q3 		$1.42M Buy
2,739
+754
+38% +$385K 0.78% 19
2025
Q2 		$988K Sell
1,985
-713
-26% -$310K 0.63% 23
2025
Q1 		$1.01M Buy
2,698
+670
+33% +$273K 0.72% 21
2024
Q4 		$855K Buy
+2,028
New +$864K 0.88% 18

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

Kaufman Rossin Wealth's MSFT Position: Q3 2026 in Review

Kaufman Rossin Wealth increased its Microsoft (MSFT) stake by 55% in Q3 2026, buying an estimated $814K and bringing the position to 4,977 shares worth $2.55M. The position accounts for 1.03% of the portfolio, ranked #16.

Kaufman Rossin Wealth first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Kaufman Rossin Wealth held 4,977 shares of Microsoft worth $2.55M as of Q3 2026.
  • Kaufman Rossin Wealth bought 1,761 Microsoft shares in Q3 2026, an estimated $814K.
  • Microsoft made up 1.03% of Kaufman Rossin Wealth's portfolio in Q3 2026, its #16 holding.
  • Kaufman Rossin Wealth first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.