Miller Financial Services
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Miller Financial Services’s Microsoft MSFT Stock Holding History

Miller Financial Services’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 		$3.29M Buy
6,405
+1,002
+19% +$463K 2.49% 9
2026
Q2 		$2.02M Buy
5,403
+2,780
+106% +$1.12M 1.62% 15
2026
Q1 		$971K Buy
2,623
+295
+13% +$123K 1.06% 29
2025
Q4 		$1.17M Sell
2,328
-828
-26% -$415K 1.37% 21
2025
Q3 		$1.63M Sell
3,156
-33
-1% -$16.8K 1.89% 13
2025
Q2 		$1.59M Sell
3,189
-22
-0.7% -$9.6K 2.02% 13
2025
Q1 		$1.21M Sell
3,211
-1,786
-36% -$728K 1.73% 16
2024
Q4 		$2.11M Buy
+4,997
New +$2.13M 1.78% 8

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

Miller Financial Services's MSFT Position: Q3 2026 in Review

Miller Financial Services increased its Microsoft (MSFT) stake by 19% in Q3 2026, buying an estimated $463K and bringing the position to 6,405 shares worth $3.29M. The position accounts for 2.49% of the portfolio, ranked #9.

Miller Financial Services first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 2,603 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Miller Financial Services held 6,405 shares of Microsoft worth $3.29M as of Q3 2026.
  • Miller Financial Services bought 1,002 Microsoft shares in Q3 2026, an estimated $463K.
  • Microsoft made up 2.49% of Miller Financial Services's portfolio in Q3 2026, its #9 holding.
  • Miller Financial Services first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 2,603 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.