Midland Wealth Advisors
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Midland Wealth Advisors’s Microsoft MSFT Stock Holding History

Midland Wealth Advisors’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 		$10.9M Sell
21,269
-2,377
-10% -$1.1M 0.5% 23
2026
Q2 		$8.82M Sell
23,646
-510
-2% -$206K 0.41% 23
2026
Q1 		$8.94M Sell
24,156
-1,684
-7% -$705K 0.46% 22
2025
Q4 		$12.5M Sell
25,840
-1,629
-6% -$816K 0.65% 19
2025
Q3 		$14.2M Sell
27,469
-742
-3% -$379K 0.76% 18
2025
Q2 		$14M Sell
28,211
-3,241
-10% -$1.41M 0.78% 14
2025
Q1 		$11.8M Sell
31,452
-934
-3% -$381K 0.7% 15
2024
Q4 		$13.7M Sell
32,386
-1,210
-4% -$515K 0.82% 15
2024
Q3 		$14.5M Sell
33,596
-2,529
-7% -$1.08M 0.85% 14
2024
Q2 		$16.1M Buy
36,125
+1,252
+4% +$529K 0.96% 14
2024
Q1 		$14.7M Buy
34,873
+209
+0.6% +$84.6K 0.9% 14
2023
Q4 		$13M Buy
+34,664
New +$12.3M 0.89% 13

Other funds holding MSFT

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
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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Midland Wealth Advisors's MSFT Position: Q3 2026 in Review

Midland Wealth Advisors reduced its Microsoft (MSFT) stake by 10% in Q3 2026, selling an estimated $1.1M and leaving 21,269 shares worth $10.9M. The position accounts for 0.5% of the portfolio, ranked #23.

Midland Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $16.1M in Q2 2024. 2,352 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Midland Wealth Advisors held 21,269 shares of Microsoft worth $10.9M as of Q3 2026.
  • Midland Wealth Advisors sold 2,377 Microsoft shares in Q3 2026, an estimated $1.1M.
  • Microsoft made up 0.5% of Midland Wealth Advisors's portfolio in Q3 2026, its #23 holding.
  • Midland Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • Midland Wealth Advisors's Microsoft position peaked at $16.1M in Q2 2024.
  • 2,352 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Midland Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.