Level Wealth Management
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Level Wealth Management’s Microsoft MSFT Stock Holding History

Level Wealth Management’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 		$3.36M Buy
6,550
+1,079
+20% +$499K 1.28% 13
2026
Q2 		$2.04M Hold
5,471
– – 0.82% 17
2026
Q1 		$2.03M Sell
5,471
-2
-0% -$837 0.95% 16
2025
Q4 		$2.65M Sell
5,473
-235
-4% -$118K 1.35% 12
2025
Q3 		$2.96M Hold
5,708
– – 1.56% 11
2025
Q2 		$2.84M Sell
5,708
-56
-1% -$24.3K 1.65% 11
2025
Q1 		$2.16M Buy
5,764
+11
+0.2% +$4.48K 1.42% 8
2024
Q4 		$2.42M Buy
+5,753
New +$2.45M 1.71% 8

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

Level Wealth Management's MSFT Position: Q3 2026 in Review

Level Wealth Management increased its Microsoft (MSFT) stake by 20% in Q3 2026, buying an estimated $499K and bringing the position to 6,550 shares worth $3.36M. The position accounts for 1.28% of the portfolio, ranked #13.

Level Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 2,107 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Level Wealth Management held 6,550 shares of Microsoft worth $3.36M as of Q3 2026.
  • Level Wealth Management bought 1,079 Microsoft shares in Q3 2026, an estimated $499K.
  • Microsoft made up 1.28% of Level Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Level Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.