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Latitude Advisors’s Microsoft MSFT Stock Holding History

Latitude Advisors’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 		$3.14M Buy
6,126
+283
+5% +$131K 0.97% 17
2026
Q2 		$2.18M Sell
5,843
-189
-3% -$76.5K 0.87% 23
2026
Q1 		$2.23M Sell
6,032
-1,289
-18% -$539K 1.02% 20
2025
Q4 		$3.54M Buy
7,321
+210
+3% +$105K 1.56% 10
2025
Q3 		$3.68M Buy
7,111
+200
+3% +$102K 1.68% 10
2025
Q2 		$3.44M Sell
6,911
-33
-0.5% -$14.3K 1.73% 11
2025
Q1 		$2.61M Buy
6,944
+289
+4% +$118K 1.52% 9
2024
Q4 		$2.8M Sell
6,655
-8
-0.1% -$3.41K 1.58% 12
2024
Q3 		$2.87M Buy
6,663
+18
+0.3% +$7.69K 1.62% 11
2024
Q2 		$2.97M Sell
6,645
-980
-13% -$414K 1.81% 9
2024
Q1 		$3.21M Buy
7,625
+423
+6% +$171K 2.01% 7
2023
Q4 		$2.71M Buy
7,202
+95
+1% +$33.8K 1.9% 7
2023
Q3 		$2.24M Buy
7,107
+105
+1% +$34.7K 1.61% 10
2023
Q2 		$2.38M Sell
7,002
-1,212
-15% -$380K 1.66% 9
2023
Q1 		$2.37M Sell
8,214
-35
-0.4% -$8.93K 1.71% 9
2022
Q4 		$1.98M Sell
8,249
-532
-6% -$128K 1.48% 13
2022
Q3 		$2.04M Buy
8,781
+1,238
+16% +$327K 1.69% 15
2022
Q2 		$1.94M Sell
7,543
-12,412
-62% -$3.37M 1.78% 13
2022
Q1 		$6.15M Buy
19,955
+6,361
+47% +$1.91M 1.39% 13
2021
Q4 		$4.57M Buy
13,594
+247
+2% +$80.1K 1.28% 11
2021
Q3 		$3.76M Buy
13,347
+6,642
+99% +$1.93M 1.19% 12
2021
Q2 		$1.82M Sell
6,705
-48
-0.7% -$12.2K 1.35% 12
2021
Q1 		$1.59M Buy
6,753
+219
+3% +$50.8K 1.3% 15
2020
Q4 		$1.45M Buy
+6,534
New +$1.4M 1.29% 16

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

Latitude Advisors's MSFT Position: Q3 2026 in Review

Latitude Advisors increased its Microsoft (MSFT) stake by 4.8% in Q3 2026, buying an estimated $131K and bringing the position to 6,126 shares worth $3.14M. The position accounts for 0.97% of the portfolio, ranked #17.

Latitude Advisors first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.15M in Q1 2022. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Latitude Advisors held 6,126 shares of Microsoft worth $3.14M as of Q3 2026.
  • Latitude Advisors bought 283 Microsoft shares in Q3 2026, an estimated $131K.
  • Microsoft made up 0.97% of Latitude Advisors's portfolio in Q3 2026, its #17 holding.
  • Latitude Advisors first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • Latitude Advisors's Microsoft position peaked at $6.15M in Q1 2022.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.