Members Wealth
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Members Wealth’s Microsoft MSFT Stock Holding History

Members Wealth’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 		$4.04M Buy
7,628
+100
+1% +$46.2K 2.02% 11
2026
Q2 		$2.81M Sell
7,528
-30
-0.4% -$12.1K 1.54% 16
2026
Q1 		$3.27M Sell
7,558
-62
-0.8% -$25.9K 1.95% 12
2025
Q4 		$3.58M Sell
7,620
-339
-4% -$170K 2.24% 9
2025
Q3 		$4.14M Buy
+7,959
New +$4.06M 2.62% 9
2025
Q1 		$2.95M Buy
7,871
+29
+0.4% +$11.8K 2.23% 10
2024
Q4 		$3.21M Buy
+7,842
New +$3.34M 2.4% 9
2024
Q2 		$3.98M Buy
+8,014
New +$3.38M 2.67% 7

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

Members Wealth's MSFT Position: Q3 2026 in Review

Members Wealth increased its Microsoft (MSFT) stake by 1.3% in Q3 2026, buying an estimated $46.2K and bringing the position to 7,628 shares worth $4.04M. The position accounts for 2.02% of the portfolio, ranked #11.

Members Wealth first reported a position in MSFT in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.14M in Q3 2025. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Members Wealth held 7,628 shares of Microsoft worth $4.04M as of Q3 2026.
  • Members Wealth bought 100 Microsoft shares in Q3 2026, an estimated $46.2K.
  • Microsoft made up 2.02% of Members Wealth's portfolio in Q3 2026, its #11 holding.
  • Members Wealth first reported a position in Microsoft in Q2 2024 and has held it in 8 quarters since.
  • Members Wealth's Microsoft position peaked at $4.14M in Q3 2025.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.