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Maltin Wealth Management’s Microsoft MSFT Stock Holding History

Maltin 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 		$1.02M Sell
1,986
-122
-6% -$56.4K 0.33% 67
2026
Q2 		$786K Buy
2,108
+1,186
+129% +$480K 0.26% 74
2026
Q1 		$341K Buy
922
+1
+0.1% +$418 0.13% 96
2025
Q4 		$445K Buy
921
+21
+2% +$10.5K 0.18% 87
2025
Q3 		$466K Buy
900
+192
+27% +$97.9K 0.19% 83
2025
Q2 		$352K Buy
708
+2
+0.3% +$869 0.16% 91
2025
Q1 		$265K Sell
706
-65
-8% -$26.5K 0.12% 111
2024
Q4 		$325K Sell
771
-11
-1% -$4.68K 0.16% 100
2024
Q3 		$337K Buy
782
+1
+0.1% +$427 0.16% 93
2024
Q2 		$349K Sell
781
-19
-2% -$8.02K 0.19% 89
2024
Q1 		$337K Sell
800
-14
-2% -$5.67K 0.19% 90
2023
Q4 		$306K Sell
814
-21
-3% -$7.47K 0.19% 89
2023
Q3 		$264K Sell
835
-20
-2% -$6.61K 0.18% 93
2023
Q2 		$291K Buy
855
+22
+3% +$6.89K 0.21% 86
2023
Q1 		$240K Buy
+833
New +$212K 0.17% 92
2022
Q4 		– Sell
-1,031
Closed -$240K – 109
2022
Q3 		$240K Buy
1,031
+4
+0.4% +$1.06K 0.19% 93
2022
Q2 		$264K Buy
1,027
+9
+0.9% +$2.44K 0.19% 92
2022
Q1 		$314K Buy
1,018
+5
+0.5% +$1.5K 0.21% 90
2021
Q4 		$341K Buy
1,013
+19
+2% +$6.16K 0.21% 89
2021
Q3 		$280K Buy
994
+47
+5% +$13.7K 0.17% 90
2021
Q2 		$257K Buy
947
+63
+7% +$16K 0.16% 94
2021
Q1 		$208K Buy
+884
New +$205K 0.13% 103
2020
Q2 		– Sell
-4,026
Closed -$635K – 88
2020
Q1 		$635K Buy
+4,026
New +$662K 0.54% 46

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

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

Maltin Wealth Management reduced its Microsoft (MSFT) stake by 5.8% in Q3 2026, selling an estimated $56.4K and leaving 1,986 shares worth $1.02M. The position accounts for 0.33% of the portfolio, ranked #67.

Maltin Wealth Management first reported a position in MSFT in Q1 2020 and has held it in 23 quarters since. 808 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Maltin Wealth Management held 1,986 shares of Microsoft worth $1.02M as of Q3 2026.
  • Maltin Wealth Management sold 122 Microsoft shares in Q3 2026, an estimated $56.4K.
  • Microsoft made up 0.33% of Maltin Wealth Management's portfolio in Q3 2026, its #67 holding.
  • Maltin Wealth Management first reported a position in Microsoft in Q1 2020 and has held it in 23 quarters since.
  • 808 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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