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Mindset Wealth Management’s Microsoft MSFT Stock Holding History

Mindset 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 		$3.22M Buy
6,270
+8
+0.1% +$3.7K 0.57% 13
2026
Q2 		$2.34M Buy
6,262
+1,153
+23% +$467K 0.45% 21
2026
Q1 		$1.89M Buy
5,109
+194
+4% +$81.2K 0.51% 20
2025
Q4 		$2.38M Sell
4,915
-56
-1% -$28.1K 0.62% 11
2025
Q3 		$2.57M Buy
4,971
+250
+5% +$128K 0.7% 10
2025
Q2 		$2.35M Sell
4,721
-135
-3% -$58.6K 0.77% 10
2025
Q1 		$1.82M Buy
4,856
+681
+16% +$278K 0.71% 12
2024
Q4 		$1.76M Buy
4,175
+41
+1% +$17.5K 0.64% 11
2024
Q3 		$1.78M Buy
+4,134
New +$1.77M 0.74% 9

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

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

Mindset Wealth Management increased its Microsoft (MSFT) stake by 0.13% in Q3 2026, buying an estimated $3.7K and bringing the position to 6,270 shares worth $3.22M. The position accounts for 0.57% of the portfolio, ranked #13.

Mindset Wealth Management first reported a position in MSFT in Q3 2024 and has held it in 9 quarters since. 1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Mindset Wealth Management held 6,270 shares of Microsoft worth $3.22M as of Q3 2026.
  • Mindset Wealth Management bought 8 Microsoft shares in Q3 2026, an estimated $3.7K.
  • Microsoft made up 0.57% of Mindset Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Mindset Wealth Management first reported a position in Microsoft in Q3 2024 and has held it in 9 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.