Massachusetts Wealth Management
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Massachusetts Wealth Management’s Microsoft MSFT Stock Holding History

Massachusetts 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 		$4.74M Sell
9,239
-510
-5% -$236K 1.91% 14
2026
Q2 		$3.64M Buy
9,749
+10
+0.1% +$4.05K 1.39% 24
2026
Q1 		$3.61M Buy
9,739
+115
+1% +$48.1K 1.56% 20
2025
Q4 		$4.65M Buy
9,624
+19
+0.2% +$9.5K 2.17% 9
2025
Q3 		$4.97M Sell
9,605
-115
-1% -$58.7K 2.47% 7
2025
Q2 		$4.83M Hold
9,720
– – 2.73% 4
2025
Q1 		$3.65M Sell
9,720
-89
-0.9% -$36.3K 2.5% 7
2024
Q4 		$4.13M Sell
9,809
-77
-0.8% -$32.8K 2.55% 5
2024
Q3 		$4.25M Buy
9,886
+246
+3% +$105K 2.68% 5
2024
Q2 		$4.31M Buy
9,640
+25
+0.3% +$10.6K 2.89% 5
2024
Q1 		$4.05M Buy
9,615
+120
+1% +$48.6K 2.85% 4
2023
Q4 		$3.57M Buy
9,495
+242
+3% +$86.1K 2.88% 6
2023
Q3 		$2.92M Buy
9,253
+50
+0.5% +$16.5K 2.68% 9
2023
Q2 		$3.13M Buy
9,203
+125
+1% +$39.2K 3% 6
2023
Q1 		$2.62M Sell
9,078
-175
-2% -$44.6K 2.7% 8
2022
Q4 		$2.29M Buy
+9,253
New +$2.22M 2.22% 11

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

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

Massachusetts Wealth Management reduced its Microsoft (MSFT) stake by 5.2% in Q3 2026, selling an estimated $236K and leaving 9,239 shares worth $4.74M. The position accounts for 1.91% of the portfolio, ranked #14.

Massachusetts Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.97M in Q3 2025. 2,424 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Massachusetts Wealth Management held 9,239 shares of Microsoft worth $4.74M as of Q3 2026.
  • Massachusetts Wealth Management sold 510 Microsoft shares in Q3 2026, an estimated $236K.
  • Microsoft made up 1.91% of Massachusetts Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Massachusetts Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • Massachusetts Wealth Management's Microsoft position peaked at $4.97M in Q3 2025.
  • 2,424 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Massachusetts Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.