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

McNaughton 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 		$3M Sell
5,841
-10
-0.2% -$4.62K 1.05% 27
2026
Q2 		$2.18M Buy
5,851
+1,070
+22% +$433K 0.77% 36
2026
Q1 		$1.77M Buy
4,781
+913
+24% +$382K 0.73% 40
2025
Q4 		$1.87M Buy
3,868
+257
+7% +$129K 0.77% 37
2025
Q3 		$1.87M Buy
3,611
+15
+0.4% +$7.65K 0.79% 35
2025
Q2 		$1.79M Sell
3,596
-78
-2% -$33.9K 0.8% 36
2025
Q1 		$1.38M Buy
3,674
+531
+17% +$216K 0.67% 42
2024
Q4 		$1.32M Buy
3,143
+89
+3% +$37.9K 0.64% 36
2024
Q3 		$1.31M Buy
3,054
+42
+1% +$18K 0.64% 33
2024
Q2 		$1.35M Buy
3,012
+130
+5% +$54.9K 0.71% 30
2024
Q1 		$1.21M Sell
2,882
-1
-0% -$405 0.67% 34
2023
Q4 		$1.08M Buy
2,883
+236
+9% +$84K 0.64% 34
2023
Q3 		$836K Sell
2,647
-131
-5% -$43.3K 0.56% 35
2023
Q2 		$946K Sell
2,778
-157
-5% -$49.2K 0.61% 39
2023
Q1 		$846K Buy
2,935
+79
+3% +$20.2K 0.56% 32
2022
Q4 		$685K Buy
2,856
+102
+4% +$24.5K 0.47% 34
2022
Q3 		$641K Sell
2,754
-467
-14% -$123K 0.47% 33
2022
Q2 		$827K Buy
3,221
+774
+32% +$210K 0.58% 34
2022
Q1 		$754K Buy
2,447
+612
+33% +$184K 0.49% 33
2021
Q4 		$576K Buy
1,835
+83
+5% +$26.9K 0.37% 34
2021
Q3 		$494K Sell
1,752
-15
-0.8% -$4.36K 0.35% 32
2021
Q2 		$479K Buy
1,767
+217
+14% +$55.2K 0.34% 34
2021
Q1 		$365K Buy
1,550
+81
+6% +$18.8K 0.28% 35
2020
Q4 		$327K Buy
1,469
+61
+4% +$13.1K 0.26% 37
2020
Q3 		$296K Buy
+1,408
New +$296K 0.26% 40

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

McNaughton Wealth Management reduced its Microsoft (MSFT) stake by 0.17% in Q3 2026, selling an estimated $4.62K and leaving 5,841 shares worth $3M. The position accounts for 1.05% of the portfolio, ranked #27.

McNaughton Wealth Management first reported a position in MSFT in Q3 2020 and has held it in 25 quarters since. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • McNaughton Wealth Management held 5,841 shares of Microsoft worth $3M as of Q3 2026.
  • McNaughton Wealth Management sold 10 Microsoft shares in Q3 2026, an estimated $4.62K.
  • Microsoft made up 1.05% of McNaughton Wealth Management's portfolio in Q3 2026, its #27 holding.
  • McNaughton Wealth Management first reported a position in Microsoft in Q3 2020 and has held it in 25 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.