McCarter Private Wealth Services’s Microsoft MSFT Stock Holding History

McCarter Private Wealth Services’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	$12.1M	Sell	23,661 -33	-0.1%	-$15.3K	4.12%	2
2026 Q2	$8.84M	Buy	23,694 +1,418	+6%	+$574K	3.05%	2
2026 Q1	$8.25M	Sell	22,276 -54	-0.2%	-$22.6K	3.59%	2
2025 Q4	$10.8M	Buy	22,330 +591	+3%	+$296K	4.85%	2
2025 Q3	$11.3M	Sell	21,739 -334	-2%	-$170K	5.77%	2
2025 Q2	$11M	Sell	22,073 -180	-0.8%	-$78.2K	6.28%	2
2025 Q1	$8.35M	Sell	22,253 -243	-1%	-$99.1K	5.47%	2
2024 Q4	$9.48M	Buy	22,496 +919	+4%	+$391K	6.02%	2
2024 Q3	$9.28M	Buy	+21,577	New	+$9.22M	5.87%	2

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

McCarter Private Wealth Services's MSFT Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its Microsoft (MSFT) stake by 0.14% in Q3 2026, selling an estimated $15.3K and leaving 23,661 shares worth $12.1M. The position accounts for 4.12% of the portfolio, ranked #2.

McCarter Private Wealth Services first reported a position in MSFT in Q3 2024 and has held it in 9 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

McCarter Private Wealth Services held 23,661 shares of Microsoft worth $12.1M as of Q3 2026.
McCarter Private Wealth Services sold 33 Microsoft shares in Q3 2026, an estimated $15.3K.
Microsoft made up 4.12% of McCarter Private Wealth Services's portfolio in Q3 2026, its #2 holding.
McCarter Private Wealth Services first reported a position in Microsoft in Q3 2024 and has held it in 9 quarters since.
2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.