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MFG Wealth Management’s Microsoft MSFT Stock Holding History

MFG 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 		$4.58M Buy
8,925
+325
+4% +$150K 3.32% 1
2026
Q2 		$3.21M Buy
8,600
+5,594
+186% +$2.26M 2.29% 11
2026
Q1 		$1.11M Sell
3,006
-2,137
-42% -$894K 0.92% 56
2025
Q4 		$2.49M Hold
5,143
– – 1.94% 19
2025
Q3 		$2.66M Sell
5,143
-190
-4% -$96.9K 2.01% 19
2025
Q2 		$2.65M Sell
5,333
-62
-1% -$26.9K 2.23% 22
2025
Q1 		$2.03M Buy
5,395
+32
+0.6% +$13K 1.93% 23
2024
Q4 		$2.26M Buy
+5,363
New +$2.28M 2.07% 21

Other funds holding MSFT

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

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

MFG Wealth Management increased its Microsoft (MSFT) stake by 3.8% in Q3 2026, buying an estimated $150K and bringing the position to 8,925 shares worth $4.58M. The position accounts for 3.32% of the portfolio, ranked #1.

MFG Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 384 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • MFG Wealth Management held 8,925 shares of Microsoft worth $4.58M as of Q3 2026.
  • MFG Wealth Management bought 325 Microsoft shares in Q3 2026, an estimated $150K.
  • Microsoft made up 3.32% of MFG Wealth Management's portfolio in Q3 2026, its #1 holding.
  • MFG Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 384 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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