Mascagni Wealth Management
MSFT icon

Mascagni Wealth Management’s Microsoft MSFT Stock Holding History

Mascagni 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 		$4.85M Buy
9,457
+51
+0.5% +$23.6K 2.93% 7
2026
Q2 		$3.51M Buy
9,406
+51
+0.5% +$20.6K 2.18% 10
2026
Q1 		$3.46M Buy
9,355
+569
+6% +$238K 2.47% 9
2025
Q4 		$4.25M Buy
8,786
+88
+1% +$44.1K 3.17% 7
2025
Q3 		$4.5M Buy
8,698
+86
+1% +$43.9K 3.48% 7
2025
Q2 		$4.28M Buy
8,612
+79
+0.9% +$34.3K 3.65% 5
2025
Q1 		$3.2M Hold
8,533
– – 3.19% 5
2024
Q4 		$3.2M Buy
+8,533
New +$3.63M 3.19% 5

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

Mascagni Wealth Management increased its Microsoft (MSFT) stake by 0.54% in Q3 2026, buying an estimated $23.6K and bringing the position to 9,457 shares worth $4.85M. The position accounts for 2.93% of the portfolio, ranked #7.

Mascagni Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Mascagni Wealth Management held 9,457 shares of Microsoft worth $4.85M as of Q3 2026.
  • Mascagni Wealth Management bought 51 Microsoft shares in Q3 2026, an estimated $23.6K.
  • Microsoft made up 2.93% of Mascagni Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Mascagni Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Mascagni Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.