Keystone Wealth Services
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Keystone Wealth Services’s Microsoft MSFT Stock Holding History

Keystone Wealth Services’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 		– Sell
-1,000
Closed -$373K – 335
2026
Q2 		$373K Buy
+1,000
New +$405K 0.07% 232

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Keystone Wealth Services's MSFT Position: Q3 2026 in Review

Keystone Wealth Services increased its Microsoft (MSFT) stake by 0.09% in Q3 2026, buying an estimated $10.6K and bringing the position to 25,800 shares worth $13.1M. The position accounts for 2.35% of the portfolio, ranked #5.

Keystone Wealth Services first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Keystone Wealth Services held 25,800 shares of Microsoft worth $13.1M as of Q3 2026.
  • Keystone Wealth Services bought 23 Microsoft shares in Q3 2026, an estimated $10.6K.
  • Microsoft made up 2.35% of Keystone Wealth Services's portfolio in Q3 2026, its #5 holding.
  • Keystone Wealth Services first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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