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

Lionshead 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 		$1.75M Sell
3,407
-38
-1% -$17.6K 1.18% 29
2026
Q2 		$1.29M Buy
3,445
+178
+5% +$72K 0.83% 36
2026
Q1 		$1.21M Buy
3,267
+210
+7% +$87.9K 0.89% 35
2025
Q4 		$1.48M Buy
3,057
+79
+3% +$39.6K 1.11% 29
2025
Q3 		$1.54M Buy
2,978
+15
+0.5% +$7.65K 1.22% 29
2025
Q2 		$1.47M Buy
2,963
+148
+5% +$64.3K 1.36% 29
2025
Q1 		$1.06M Sell
2,815
-62
-2% -$25.3K 1.1% 30
2024
Q4 		$1.21M Buy
+2,877
New +$1.23M 0.88% 30

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

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

Lionshead Wealth Management reduced its Microsoft (MSFT) stake by 1.1% in Q3 2026, selling an estimated $17.6K and leaving 3,407 shares worth $1.75M. The position accounts for 1.18% of the portfolio, ranked #29.

Lionshead Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Lionshead Wealth Management held 3,407 shares of Microsoft worth $1.75M as of Q3 2026.
  • Lionshead Wealth Management sold 38 Microsoft shares in Q3 2026, an estimated $17.6K.
  • Microsoft made up 1.18% of Lionshead Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Lionshead Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Lionshead Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.