LFA
MSFT icon

Level Financial Advisors’s Microsoft MSFT Stock Holding History

Level Financial 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 		$1.08M Sell
2,109
-133
-6% -$61.5K 0.24% 49
2026
Q2 		$836K Hold
2,242
– – 0.19% 53
2026
Q1 		$830K Sell
2,242
-32
-1% -$13.4K 0.21% 53
2025
Q4 		$1.1M Sell
2,274
-414
-15% -$207K 0.29% 46
2025
Q3 		$1.39M Buy
2,688
+8
+0.3% +$4.08K 0.39% 40
2025
Q2 		$1.33M Buy
2,680
+20
+0.8% +$8.69K 0.41% 39
2025
Q1 		$999K Buy
2,660
+280
+12% +$114K 0.34% 46
2024
Q4 		$1M Buy
2,380
+28
+1% +$11.9K 0.37% 42
2024
Q3 		$1.01M Sell
2,352
-355
-13% -$152K 0.39% 39
2024
Q2 		$1.21M Sell
2,707
-59
-2% -$24.9K 0.52% 34
2024
Q1 		$1.16M Sell
2,766
-265
-9% -$107K 0.53% 35
2023
Q4 		$1.14M Sell
3,031
-23
-0.8% -$8.19K 0.56% 30
2023
Q3 		$964K Buy
3,054
+1,559
+104% +$515K 0.54% 29
2023
Q2 		$509K Buy
1,495
+39
+3% +$12.2K 0.28% 37
2023
Q1 		$420K Sell
1,456
-42
-3% -$10.7K 0.25% 42
2022
Q4 		$359K Buy
1,498
+42
+3% +$10.1K 0.24% 41
2022
Q3 		$339K Sell
1,456
-42
-3% -$11.1K 0.25% 39
2022
Q2 		$385K Sell
1,498
-91
-6% -$24.7K 0.28% 36
2022
Q1 		$490K Sell
1,589
-188
-11% -$56.6K 0.38% 30
2021
Q4 		$598K Buy
+1,777
New +$576K 0.46% 28

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Level Financial Advisors's MSFT Position: Q3 2026 in Review

Level Financial Advisors reduced its Microsoft (MSFT) stake by 5.9% in Q3 2026, selling an estimated $61.5K and leaving 2,109 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #49.

Level Financial Advisors first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.39M in Q3 2025. 689 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Level Financial Advisors held 2,109 shares of Microsoft worth $1.08M as of Q3 2026.
  • Level Financial Advisors sold 133 Microsoft shares in Q3 2026, an estimated $61.5K.
  • Microsoft made up 0.24% of Level Financial Advisors's portfolio in Q3 2026, its #49 holding.
  • Level Financial Advisors first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Level Financial Advisors's Microsoft position peaked at $1.39M in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.