Maia Wealth
MSFT icon

Maia Wealth’s Microsoft MSFT Stock Holding History

Maia Wealth’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 		$15.6M Buy
30,434
+1,495
+5% +$691K 2.15% 3
2026
Q2 		$10.8M Buy
28,939
+3,077
+12% +$1.24M 1.59% 5
2026
Q1 		$9.6M Buy
25,862
+1,921
+8% +$804K 1.62% 6
2025
Q4 		$9.6M Buy
23,941
+1,249
+6% +$626K 1.64% 9
2025
Q3 		$11.5M Buy
22,692
+1,936
+9% +$988K 1.93% 7
2025
Q2 		$10.3M Buy
20,756
+1,247
+6% +$542K 1.97% 5
2025
Q1 		$7.57M Buy
19,509
+1,807
+10% +$737K 1.72% 9
2024
Q4 		$7.69M Buy
17,702
+1,802
+11% +$768K 1.66% 10
2024
Q3 		$6.75M Buy
15,900
+1,726
+12% +$738K 1.67% 10
2024
Q2 		$6.43M Buy
+14,174
New +$5.99M 1.94% 9
2023
Q4 		$4.92M Buy
+13,081
New +$4.66M 1.99% 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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Maia Wealth's MSFT Position: Q3 2026 in Review

Maia Wealth increased its Microsoft (MSFT) stake by 5.2% in Q3 2026, buying an estimated $691K and bringing the position to 30,434 shares worth $15.6M. The position accounts for 2.15% of the portfolio, ranked #3.

Maia Wealth first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. 2,283 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Maia Wealth held 30,434 shares of Microsoft worth $15.6M as of Q3 2026.
  • Maia Wealth bought 1,495 Microsoft shares in Q3 2026, an estimated $691K.
  • Microsoft made up 2.15% of Maia Wealth's portfolio in Q3 2026, its #3 holding.
  • Maia Wealth first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • 2,283 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.