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

MN 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 		$3.72M Sell
7,255
-1,559
-18% -$721K 1.51% 14
2026
Q2 		$3.29M Buy
8,814
+498
+6% +$201K 1.4% 17
2026
Q1 		$3.08M Buy
8,316
+2,761
+50% +$1.16M 1.5% 17
2025
Q4 		$2.69M Buy
5,555
+98
+2% +$49.1K 1.36% 16
2025
Q3 		$2.83M Buy
5,457
+81
+2% +$41.3K 1.51% 16
2025
Q2 		$2.67M Buy
5,376
+658
+14% +$286K 1.56% 15
2025
Q1 		$1.77M Buy
4,718
+48
+1% +$19.6K 1.04% 23
2024
Q4 		$1.97M Buy
4,670
+254
+6% +$108K 1.11% 22
2024
Q3 		$1.9M Sell
4,416
-38
-0.9% -$16.2K 1.08% 20
2024
Q2 		$1.99M Buy
4,454
+236
+6% +$100K 1.15% 20
2024
Q1 		$1.77M Sell
4,218
-13
-0.3% -$5.26K 1.1% 22
2023
Q4 		$1.59M Buy
+4,231
New +$1.51M 1.1% 19

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

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

MN Wealth Advisors reduced its Microsoft (MSFT) stake by 18% in Q3 2026, selling an estimated $721K and leaving 7,255 shares worth $3.72M. The position accounts for 1.51% of the portfolio, ranked #14.

MN Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • MN Wealth Advisors held 7,255 shares of Microsoft worth $3.72M as of Q3 2026.
  • MN Wealth Advisors sold 1,559 Microsoft shares in Q3 2026, an estimated $721K.
  • Microsoft made up 1.51% of MN Wealth Advisors's portfolio in Q3 2026, its #14 holding.
  • MN Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.