Mainsail Financial Group
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Mainsail Financial Group’s Microsoft MSFT Stock Holding History

Mainsail Financial Group’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 		$5.38M Buy
10,497
+193
+2% +$89.3K 1.81% 20
2026
Q2 		$3.84M Buy
10,304
+925
+10% +$374K 1.31% 22
2026
Q1 		$3.47M Sell
9,379
-54
-0.6% -$22.6K 1.45% 23
2025
Q4 		$4.56M Sell
9,433
-179
-2% -$89.7K 1.9% 17
2025
Q3 		$4.98M Buy
9,612
+57
+0.6% +$29.1K 2.14% 16
2025
Q2 		$4.83M Sell
9,555
-98
-1% -$42.6K 2.25% 16
2025
Q1 		$3.62M Sell
9,653
-91
-0.9% -$37.1K 2.05% 17
2024
Q4 		$4.11M Buy
9,744
+26
+0.3% +$11.1K 2.38% 16
2024
Q3 		$4.06M Sell
9,718
-424
-4% -$181K 2.41% 16
2024
Q2 		$4.53M Sell
10,142
-797
-7% -$337K 2.67% 16
2024
Q1 		$4.6M Buy
10,939
+408
+4% +$165K 3.17% 11
2023
Q4 		$4.1M Buy
10,531
+1,363
+15% +$485K 3.18% 12
2023
Q3 		$2.95M Sell
9,168
-2,854
-24% -$943K 2.68% 16
2023
Q2 		$4.09M Sell
12,022
-508
-4% -$159K 3.84% 8
2023
Q1 		$3.53M Sell
12,530
-401
-3% -$102K 3.43% 8
2022
Q4 		$3.2M Buy
+12,931
New +$3.1M 3.27% 10

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Mainsail Financial Group's MSFT Position: Q3 2026 in Review

Mainsail Financial Group increased its Microsoft (MSFT) stake by 1.9% in Q3 2026, buying an estimated $89.3K and bringing the position to 10,497 shares worth $5.38M. The position accounts for 1.81% of the portfolio, ranked #20.

Mainsail Financial Group first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. 4,141 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Mainsail Financial Group held 10,497 shares of Microsoft worth $5.38M as of Q3 2026.
  • Mainsail Financial Group bought 193 Microsoft shares in Q3 2026, an estimated $89.3K.
  • Microsoft made up 1.81% of Mainsail Financial Group's portfolio in Q3 2026, its #20 holding.
  • Mainsail Financial Group first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Mainsail Financial Group's 13F filing for Q3 2026, filed 23 Oct 2026.