Ledgewood Wealth Advisors
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Ledgewood Wealth Advisors’s Microsoft MSFT Stock Holding History

Ledgewood Wealth 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 		$789K Hold
1,539
– – 0.44% 35
2026
Q2 		$574K Buy
1,539
+190
+14% +$76.9K 0.3% 42
2026
Q1 		$499K Hold
1,349
– – 0.28% 46
2025
Q4 		$652K Hold
1,349
– – 0.38% 36
2025
Q3 		$699K Hold
1,349
– – 0.41% 35
2025
Q2 		$671K Hold
1,349
– – 0.42% 35
2025
Q1 		$506K Hold
1,349
– – 0.33% 38
2024
Q4 		$569K Hold
1,349
– – 0.37% 38
2024
Q3 		$580K Buy
+1,349
New +$577K 0.39% 33

Other funds holding MSFT

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
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ledgewood Wealth Advisors's MSFT Position: Q3 2026 in Review

Ledgewood Wealth Advisors held its Microsoft (MSFT) position steady in Q3 2026 at 1,539 shares worth $789K. The position accounts for 0.44% of the portfolio, ranked #35.

Ledgewood Wealth Advisors first reported a position in MSFT in Q3 2024 and has held it in 9 quarters since. 2,577 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Ledgewood Wealth Advisors held 1,539 shares of Microsoft worth $789K as of Q3 2026.
  • Ledgewood Wealth Advisors left its Microsoft share count unchanged in Q3 2026.
  • Microsoft made up 0.44% of Ledgewood Wealth Advisors's portfolio in Q3 2026, its #35 holding.
  • Ledgewood Wealth Advisors first reported a position in Microsoft in Q3 2024 and has held it in 9 quarters since.
  • 2,577 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.