Monument Group Wealth Advisors
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Monument Group Wealth Advisors’s Microsoft MSFT Stock Holding History

Monument Group 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 		$643K Sell
1,254
-296
-19% -$137K 0.3% 17
2026
Q2 		$239K Buy
1,550
+986
+175% +$399K 0.11% 41
2026
Q1 		$209K Sell
564
-621
-52% -$260K 0.12% 41
2025
Q4 		$573K Buy
1,185
+139
+13% +$69.7K 0.31% 18
2025
Q3 		$542K Sell
1,046
-299
-22% -$153K 0.32% 16
2025
Q2 		$669K Buy
1,345
+424
+46% +$184K 0.42% 15
2025
Q1 		$346K Sell
921
-56
-6% -$22.8K 0.24% 29
2024
Q4 		$412K Sell
977
-806
-45% -$343K 0.29% 23
2024
Q3 		$767K Sell
1,783
-66
-4% -$28.2K 0.46% 15
2024
Q2 		$826K Hold
1,849
– – 0.56% 14
2024
Q1 		$778K Sell
1,849
-216
-10% -$87.4K 0.58% 15
2023
Q4 		$777K Buy
+2,065
New +$735K 0.66% 13

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Monument Group Wealth Advisors's MSFT Position: Q3 2026 in Review

Monument Group Wealth Advisors reduced its Microsoft (MSFT) stake by 19% in Q3 2026, selling an estimated $137K and leaving 1,254 shares worth $643K. The position accounts for 0.3% of the portfolio, ranked #17.

Monument Group Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $826K in Q2 2024. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Monument Group Wealth Advisors held 1,254 shares of Microsoft worth $643K as of Q3 2026.
  • Monument Group Wealth Advisors sold 296 Microsoft shares in Q3 2026, an estimated $137K.
  • Microsoft made up 0.3% of Monument Group Wealth Advisors's portfolio in Q3 2026, its #17 holding.
  • Monument Group Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • Monument Group Wealth Advisors's Microsoft position peaked at $826K in Q2 2024.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.