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McGlone Suttner Wealth Management’s Microsoft MSFT Stock Holding History

McGlone Suttner 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 		$8.13M Sell
15,843
-472
-3% -$218K 0.94% 16
2026
Q2 		$6.09M Buy
16,315
+176
+1% +$71.2K 0.71% 21
2026
Q1 		$5.97M Buy
16,139
+788
+5% +$330K 0.79% 19
2025
Q4 		$7.42M Sell
15,351
-627
-4% -$314K 1% 14
2025
Q3 		$8.28M Sell
15,978
-9
-0.1% -$4.59K 1.16% 14
2025
Q2 		$7.95M Sell
15,987
-107
-0.7% -$46.5K 1.2% 14
2025
Q1 		$6.04M Buy
16,094
+245
+2% +$99.9K 0.99% 15
2024
Q4 		$6.68M Buy
15,849
+1,989
+14% +$847K 1.12% 14
2024
Q3 		$5.96M Sell
13,860
-720
-5% -$308K 1.24% 14
2024
Q2 		$5.48M Sell
14,580
-662
-4% -$280K 1.13% 14
2024
Q1 		$6.41M Buy
15,242
+662
+5% +$268K 1.2% 14
2023
Q4 		$5.48M Buy
14,580
+196
+1% +$69.8K 1.08% 14
2023
Q3 		$4.54M Buy
14,384
+415
+3% +$137K 1.05% 15
2023
Q2 		$4.76M Buy
13,969
+55
+0.4% +$17.2K 1.09% 14
2023
Q1 		$4.01M Buy
13,914
+378
+3% +$96.4K 1.03% 15
2022
Q4 		$3.25M Buy
+13,536
New +$3.25M 1.03% 16

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

McGlone Suttner Wealth Management's MSFT Position: Q3 2026 in Review

McGlone Suttner Wealth Management reduced its Microsoft (MSFT) stake by 2.9% in Q3 2026, selling an estimated $218K and leaving 15,843 shares worth $8.13M. The position accounts for 0.94% of the portfolio, ranked #16.

McGlone Suttner Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.28M in Q3 2025. 767 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • McGlone Suttner Wealth Management held 15,843 shares of Microsoft worth $8.13M as of Q3 2026.
  • McGlone Suttner Wealth Management sold 472 Microsoft shares in Q3 2026, an estimated $218K.
  • Microsoft made up 0.94% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #16 holding.
  • McGlone Suttner Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • McGlone Suttner Wealth Management's Microsoft position peaked at $8.28M in Q3 2025.
  • 767 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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