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

Luminvest 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 		$543K Sell
1,059
-1,195
-53% -$553K 0.14% 33
2026
Q2 		$841K Buy
2,254
+691
+44% +$280K 0.2% 27
2026
Q1 		$578K Hold
1,563
– – 0.15% 30
2025
Q4 		$756K Sell
1,563
-19
-1% -$9.5K 0.21% 26
2025
Q3 		$819K Sell
1,582
-49
-3% -$25K 0.27% 23
2025
Q2 		$811K Buy
1,631
+1
+0.1% +$434 0.29% 22
2025
Q1 		$612K Hold
1,630
– – 0.25% 22
2024
Q4 		$687K Buy
1,630
+29
+2% +$12.4K 0.28% 22
2024
Q3 		$689K Buy
1,601
+107
+7% +$45.7K 0.29% 21
2024
Q2 		$658K Buy
1,494
+994
+199% +$420K 0.31% 20
2024
Q1 		$214K Hold
500
– – 0.13% 20
2023
Q4 		$201K Buy
+500
New +$178K 0.13% 21

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Luminvest Wealth Management reduced its Microsoft (MSFT) stake by 53% in Q3 2026, selling an estimated $553K and leaving 1,059 shares worth $543K. The position accounts for 0.14% of the portfolio, ranked #33.

Luminvest Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $841K in Q2 2026. 2,707 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Luminvest Wealth Management held 1,059 shares of Microsoft worth $543K as of Q3 2026.
  • Luminvest Wealth Management sold 1,195 Microsoft shares in Q3 2026, an estimated $553K.
  • Microsoft made up 0.14% of Luminvest Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Luminvest Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • Luminvest Wealth Management's Microsoft position peaked at $841K in Q2 2026.
  • 2,707 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Luminvest Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.