Lauer Wealth
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Lauer Wealth’s Microsoft MSFT Stock Holding History

Lauer 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 		$817K Buy
+1,564
New +$723K 0.51% 28
2026
Q2 		– Sell
-1,002
Closed -$405K – 83
2026
Q1 		$375K Buy
1,002
+212
+27% +$88.7K 0.3% 36
2025
Q4 		$378K Sell
790
-615
-44% -$308K 0.28% 38
2025
Q3 		$721K Sell
1,405
-100
-7% -$51K 0.52% 28
2025
Q2 		$785K Sell
1,505
-817
-35% -$355K 0.65% 19
2025
Q1 		$915K Buy
2,322
+441
+23% +$180K 0.7% 18
2024
Q4 		$793K Buy
1,881
+300
+19% +$128K 0.53% 20
2024
Q3 		$671K Buy
1,581
+1,004
+174% +$429K 0.52% 20
2024
Q2 		$262K Buy
+577
New +$244K 0.21% 34

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

Lauer Wealth's MSFT Position: Q3 2026 in Review

Lauer Wealth opened a new position in Microsoft (MSFT) in Q3 2026: 1,564 shares worth $817K. The stake represents 0.51% of the portfolio and ranks #28 among its holdings. This is a return to the name: Lauer Wealth previously reported a position in MSFT as recently as Q1 2026.

Lauer Wealth first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $915K in Q1 2025. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Lauer Wealth held 1,564 shares of Microsoft worth $817K as of Q3 2026.
  • Microsoft was a new Lauer Wealth position in Q3 2026.
  • Microsoft made up 0.51% of Lauer Wealth's portfolio in Q3 2026, its #28 holding.
  • Lauer Wealth first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
  • Lauer Wealth's Microsoft position peaked at $915K in Q1 2025.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.