Midwest Financial Group
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Midwest Financial Group’s Microsoft MSFT Stock Holding History

Midwest Financial Group’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 		$5.51M Buy
10,743
+80
+0.8% +$37K 1.87% 16
2026
Q2 		$3.98M Buy
10,663
+640
+6% +$259K 1.4% 19
2026
Q1 		$3.71M Buy
10,023
+840
+9% +$351K 1.58% 19
2025
Q4 		$4.44M Sell
9,183
-201
-2% -$101K 1.96% 16
2025
Q3 		$4.86M Sell
9,384
-23
-0.2% -$11.7K 2.32% 12
2025
Q2 		$4.68M Buy
9,407
+181
+2% +$78.6K 2.46% 11
2025
Q1 		$3.46M Sell
9,226
-216
-2% -$88.1K 2.01% 15
2024
Q4 		$3.98M Buy
9,442
+62
+0.7% +$26.4K 2.29% 14
2024
Q3 		$4.04M Sell
9,380
-137
-1% -$58.6K 2.37% 13
2024
Q2 		$4.25M Buy
9,517
+303
+3% +$128K 2.71% 11
2024
Q1 		$3.88M Buy
9,214
+2
+0% +$810 2.6% 12
2023
Q4 		$3.46M Buy
9,212
+304
+3% +$108K 2.59% 10
2023
Q3 		$2.81M Buy
8,908
+129
+1% +$42.6K 2.38% 11
2023
Q2 		$2.99M Sell
8,779
-113
-1% -$35.4K 2.53% 10
2023
Q1 		$2.56M Buy
+8,892
New +$2.27M 2.36% 11

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Midwest Financial Group's MSFT Position: Q3 2026 in Review

Midwest Financial Group increased its Microsoft (MSFT) stake by 0.75% in Q3 2026, buying an estimated $37K and bringing the position to 10,743 shares worth $5.51M. The position accounts for 1.87% of the portfolio, ranked #16.

Midwest Financial Group first reported a position in MSFT in Q1 2023 and has held it in 15 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Midwest Financial Group held 10,743 shares of Microsoft worth $5.51M as of Q3 2026.
  • Midwest Financial Group bought 80 Microsoft shares in Q3 2026, an estimated $37K.
  • Microsoft made up 1.87% of Midwest Financial Group's portfolio in Q3 2026, its #16 holding.
  • Midwest Financial Group first reported a position in Microsoft in Q1 2023 and has held it in 15 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.