Legacy Advisory Services
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Legacy Advisory Services’s Microsoft MSFT Stock Holding History

Legacy Advisory Services’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 		$1.29M Buy
2,517
+319
+15% +$148K 0.93% 29
2026
Q2 		$820K Buy
2,198
+1,072
+95% +$434K 0.58% 18
2026
Q1 		$417K Buy
+1,126
New +$471K 0.32% 33
2025
Q1 		– Sell
-7,110
Closed -$3M – 56
2024
Q4 		$3M Sell
7,110
-1,985
-22% -$846K 2.56% 12
2024
Q3 		$3.91M Sell
9,095
-330
-4% -$141K 3.36% 11
2024
Q2 		$4.21M Buy
9,425
+231
+3% +$97.6K 3.85% 9
2024
Q1 		$3.87M Sell
9,194
-1,186
-11% -$480K 3.67% 10
2023
Q4 		$3.9M Buy
+10,380
New +$3.69M 4.12% 9

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

Legacy Advisory Services's MSFT Position: Q3 2026 in Review

Legacy Advisory Services increased its Microsoft (MSFT) stake by 15% in Q3 2026, buying an estimated $148K and bringing the position to 2,517 shares worth $1.29M. The position accounts for 0.93% of the portfolio, ranked #29.

Legacy Advisory Services first reported a position in MSFT in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.21M in Q2 2024. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Legacy Advisory Services held 2,517 shares of Microsoft worth $1.29M as of Q3 2026.
  • Legacy Advisory Services bought 319 Microsoft shares in Q3 2026, an estimated $148K.
  • Microsoft made up 0.93% of Legacy Advisory Services's portfolio in Q3 2026, its #29 holding.
  • Legacy Advisory Services first reported a position in Microsoft in Q4 2023 and has held it in 8 quarters since.
  • Legacy Advisory Services's Microsoft position peaked at $4.21M in Q2 2024.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.