Milestone Asset Management Group
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Milestone Asset Management Group’s Microsoft MSFT Stock Holding History

Milestone Asset Management 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 		$4.88M Buy
9,517
+1,076
+13% +$498K 2.25% 13
2026
Q2 		$3.15M Sell
8,441
-187
-2% -$75.7K 1.59% 22
2026
Q1 		$3.19M Buy
8,628
+99
+1% +$41.4K 1.87% 18
2025
Q4 		$4.12M Buy
8,529
+1,005
+13% +$504K 2.33% 14
2025
Q3 		$3.9M Buy
7,524
+59
+0.8% +$30.1K 2.45% 10
2025
Q2 		$3.71M Buy
7,465
+133
+2% +$57.8K 2.75% 9
2025
Q1 		$2.75M Buy
7,332
+141
+2% +$57.5K 2.49% 13
2024
Q4 		$3.03M Buy
+7,191
New +$3.06M 2.71% 10

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

Milestone Asset Management Group's MSFT Position: Q3 2026 in Review

Milestone Asset Management Group increased its Microsoft (MSFT) stake by 13% in Q3 2026, buying an estimated $498K and bringing the position to 9,517 shares worth $4.88M. The position accounts for 2.25% of the portfolio, ranked #13.

Milestone Asset Management Group first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Milestone Asset Management Group held 9,517 shares of Microsoft worth $4.88M as of Q3 2026.
  • Milestone Asset Management Group bought 1,076 Microsoft shares in Q3 2026, an estimated $498K.
  • Microsoft made up 2.25% of Milestone Asset Management Group's portfolio in Q3 2026, its #13 holding.
  • Milestone Asset Management Group first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.