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Kraft Davis & Associates’s Microsoft MSFT Stock Holding History

Kraft Davis & Associates’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 		$3.08M Buy
5,756
+554
+11% +$256K 0.65% 36
2026
Q2 		$1.99M Buy
5,202
+325
+7% +$131K 0.42% 47
2026
Q1 		$1.99M Sell
4,877
-295
-6% -$123K 0.42% 47
2025
Q4 		$2.43M Buy
5,172
+202
+4% +$101K 0.55% 40
2025
Q3 		$2.63M Sell
4,970
-13
-0.3% -$6.63K 0.64% 36
2025
Q2 		$2.55M Sell
4,983
-8
-0.2% -$3.47K 0.7% 32
2025
Q1 		$1.83M Sell
4,991
-99
-2% -$40.4K 0.59% 40
2024
Q4 		$2.08M Sell
5,090
-224
-4% -$95.4K 0.59% 39
2024
Q3 		$2.16M Buy
5,314
+37
+0.7% +$15.8K 0.65% 38
2024
Q2 		$2.24M Buy
5,277
+76
+1% +$32.1K 0.68% 39
2024
Q1 		$2.15M Sell
5,201
-302
-5% -$122K 0.65% 36
2023
Q4 		$2.22M Buy
5,503
+311
+6% +$111K 0.67% 32
2023
Q3 		$1.62M Sell
5,192
-7
-0.1% -$2.31K 0.61% 32
2023
Q2 		$1.68M Buy
+5,199
New +$1.63M 0.58% 35
2022
Q4 		$1.48M Buy
+5,483
New +$1.32M 0.59% 35

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

Kraft Davis & Associates's MSFT Position: Q3 2026 in Review

Kraft Davis & Associates increased its Microsoft (MSFT) stake by 11% in Q3 2026, buying an estimated $256K and bringing the position to 5,756 shares worth $3.08M. The position accounts for 0.65% of the portfolio, ranked #36.

Kraft Davis & Associates first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Kraft Davis & Associates held 5,756 shares of Microsoft worth $3.08M as of Q3 2026.
  • Kraft Davis & Associates bought 554 Microsoft shares in Q3 2026, an estimated $256K.
  • Microsoft made up 0.65% of Kraft Davis & Associates's portfolio in Q3 2026, its #36 holding.
  • Kraft Davis & Associates first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Kraft Davis & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.