Martel Wealth Advisors
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Martel Wealth Advisors’s Microsoft MSFT Stock Holding History

Martel Wealth Advisors’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 		$991K Sell
1,932
-314
-14% -$145K 0.16% 28
2026
Q2 		$838K Buy
2,246
+211
+10% +$85.4K 0.13% 32
2026
Q1 		$753K Buy
2,035
+38
+2% +$15.9K 0.13% 34
2025
Q4 		$966K Buy
1,997
+1
+0.1% +$501 0.16% 30
2025
Q3 		$1.03M Sell
1,996
-7
-0.3% -$3.57K 0.18% 29
2025
Q2 		$996K Sell
2,003
-46
-2% -$20K 0.18% 30
2025
Q1 		$769K Sell
2,049
-30
-1% -$12.2K 0.15% 33
2024
Q4 		$876K Sell
2,079
-108
-5% -$46K 0.17% 33
2024
Q3 		$910K Sell
2,187
-114
-5% -$48.7K 0.19% 30
2024
Q2 		$1.03M Sell
2,301
-139
-6% -$58.7K 0.22% 29
2024
Q1 		$1.03M Sell
2,440
-5
-0.2% -$2.02K 0.22% 29
2023
Q4 		$919K Buy
2,445
+145
+6% +$51.6K 0.21% 30
2023
Q3 		$726K Buy
2,300
+1
+0% +$330 0.18% 31
2023
Q2 		$783K Buy
2,299
+186
+9% +$58.3K 0.19% 31
2023
Q1 		$609K Buy
2,113
+655
+45% +$167K 0.16% 29
2022
Q4 		$350K Buy
+1,458
New +$350K 0.09% 38

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

Martel Wealth Advisors's MSFT Position: Q3 2026 in Review

Martel Wealth Advisors reduced its Microsoft (MSFT) stake by 14% in Q3 2026, selling an estimated $145K and leaving 1,932 shares worth $991K. The position accounts for 0.16% of the portfolio, ranked #28.

Martel Wealth Advisors first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.03M in Q3 2025. 1,948 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Martel Wealth Advisors held 1,932 shares of Microsoft worth $991K as of Q3 2026.
  • Martel Wealth Advisors sold 314 Microsoft shares in Q3 2026, an estimated $145K.
  • Microsoft made up 0.16% of Martel Wealth Advisors's portfolio in Q3 2026, its #28 holding.
  • Martel Wealth Advisors first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • Martel Wealth Advisors's Microsoft position peaked at $1.03M in Q3 2025.
  • 1,948 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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