KPWG
MSFT icon

KFA Private Wealth Group’s Microsoft MSFT Stock Holding History

KFA Private Wealth Group’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 		$3.41M Buy
6,645
+73
+1% +$33.8K 0.8% 24
2026
Q2 		$2.45M Buy
6,572
+714
+12% +$289K 0.59% 30
2026
Q1 		$2.17M Sell
5,858
-1,641
-22% -$687K 0.52% 31
2025
Q4 		$3.63M Buy
7,499
+1,856
+33% +$930K 0.88% 22
2025
Q3 		$2.92M Sell
5,643
-421
-7% -$215K 0.83% 24
2025
Q2 		$3.02M Buy
6,064
+776
+15% +$337K 0.93% 22
2025
Q1 		$1.98M Buy
5,288
+568
+12% +$232K 0.69% 26
2024
Q4 		$1.99M Buy
4,720
+468
+11% +$199K 0.83% 25
2024
Q3 		$1.83M Sell
4,252
-34
-0.8% -$14.5K 0.87% 25
2024
Q2 		$1.92M Sell
4,286
-3,672
-46% -$1.55M 0.99% 24
2024
Q1 		$3.35M Buy
7,958
+366
+5% +$148K 1.04% 17
2023
Q4 		$2.85M Buy
7,592
+550
+8% +$196K 1.02% 17
2023
Q3 		$2.22M Buy
7,042
+284
+4% +$93.8K 0.92% 18
2023
Q2 		$2.3M Buy
6,758
+372
+6% +$117K 0.95% 18
2023
Q1 		$1.84M Sell
6,386
-351
-5% -$89.5K 0.84% 19
2022
Q4 		$1.62M Sell
6,737
-47
-0.7% -$11.3K 0.82% 20
2022
Q3 		$1.58M Buy
6,784
+14
+0.2% +$3.7K 0.84% 21
2022
Q2 		$1.74M Buy
6,770
+14
+0.2% +$3.8K 0.96% 19
2022
Q1 		$2.08M Buy
6,756
+674
+11% +$203K 1.04% 19
2021
Q4 		$2.04M Buy
6,082
+44
+0.7% +$14.3K 1.02% 18
2021
Q3 		$1.7M Sell
6,038
-268
-4% -$78K 0.93% 20
2021
Q2 		$1.71M Sell
6,306
-282
-4% -$71.7K 0.93% 20
2021
Q1 		$1.55M Buy
6,588
+759
+13% +$176K 0.91% 20
2020
Q4 		$1.3M Buy
5,829
+108
+2% +$23.2K 0.82% 23
2020
Q3 		$1.2M Buy
5,721
+840
+17% +$176K 0.9% 20
2020
Q2 		$993K Sell
4,881
-631
-11% -$115K 0.95% 19
2020
Q1 		$869K Buy
5,512
+278
+5% +$45.7K 1.03% 15
2019
Q4 		$825K Buy
+5,234
New +$769K 0.76% 17

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

KFA Private Wealth Group's MSFT Position: Q3 2026 in Review

KFA Private Wealth Group increased its Microsoft (MSFT) stake by 1.1% in Q3 2026, buying an estimated $33.8K and bringing the position to 6,645 shares worth $3.41M. The position accounts for 0.8% of the portfolio, ranked #24.

KFA Private Wealth Group first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.63M in Q4 2025. 1,521 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • KFA Private Wealth Group held 6,645 shares of Microsoft worth $3.41M as of Q3 2026.
  • KFA Private Wealth Group bought 73 Microsoft shares in Q3 2026, an estimated $33.8K.
  • Microsoft made up 0.8% of KFA Private Wealth Group's portfolio in Q3 2026, its #24 holding.
  • KFA Private Wealth Group first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • KFA Private Wealth Group's Microsoft position peaked at $3.63M in Q4 2025.
  • 1,521 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.