Mather Group
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Mather Group’s Microsoft MSFT Stock Holding History

Mather 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 		$28.4K Hold
2,200
– – ﹤0.01% 1340
2026
Q2 		$158K Hold
2,200
– – ﹤0.01% 829
2026
Q1 		$161K Hold
2,200
– – ﹤0.01% 780
2025
Q4 		$84.9K Hold
2,200
– – ﹤0.01% 634
2025
Q3 		$41.4K Sell
2,200
-400
-15% -$204K ﹤0.01% 948
2025
Q2 		$12.4K Buy
+2,600
New +$1.13M ﹤0.01% 608

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

Mather Group's MSFT Position: Q3 2026 in Review

Mather Group increased its Microsoft (MSFT) stake by 13% in Q3 2026, buying an estimated $6.29M and bringing the position to 121,606 shares worth $62.4M. The position accounts for 0.53% of the portfolio, ranked #28.

Mather Group first reported a position in MSFT in Q1 2019 and has held it in 29 quarters since. 1,943 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Mather Group held 121,606 shares of Microsoft worth $62.4M as of Q3 2026.
  • Mather Group bought 13,600 Microsoft shares in Q3 2026, an estimated $6.29M.
  • Microsoft made up 0.53% of Mather Group's portfolio in Q3 2026, its #28 holding.
  • Mather Group first reported a position in Microsoft in Q1 2019 and has held it in 29 quarters since.
  • 1,943 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.