Morling Financial Advisors
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Morling Financial Advisors’s Microsoft MSFT Stock Holding History

Morling Financial 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 		$694K Sell
1,353
-304
-18% -$141K 0.19% 42
2026
Q2 		$618K Sell
1,657
-99
-6% -$40.1K 0.17% 43
2026
Q1 		$650K Sell
1,756
-675
-28% -$282K 0.2% 40
2025
Q4 		$1.18M Buy
2,431
+37
+2% +$18.5K 0.37% 27
2025
Q3 		$1.24M Sell
2,394
-461
-16% -$235K 0.41% 26
2025
Q2 		$1.42M Sell
2,855
-2,010
-41% -$873K 0.46% 24
2025
Q1 		$1.83M Buy
4,865
+1,822
+60% +$743K 0.63% 21
2024
Q4 		$1.28M Sell
3,043
-345
-10% -$147K 0.45% 23
2024
Q3 		$1.46M Buy
3,388
+154
+5% +$65.8K 0.56% 22
2024
Q2 		$1.45M Buy
3,234
+322
+11% +$136K 0.63% 19
2024
Q1 		$1.23M Buy
2,912
+96
+3% +$38.9K 0.7% 20
2023
Q4 		$1.06M Buy
2,816
+88
+3% +$31.3K 0.85% 20
2023
Q3 		$861K Sell
2,728
-183
-6% -$60.5K 0.85% 20
2023
Q2 		$991K Sell
2,911
-748
-20% -$234K 0.95% 21
2023
Q1 		$1.05M Buy
3,659
+954
+35% +$243K 1.14% 19
2022
Q4 		$649K Buy
2,705
+230
+9% +$55.2K 0.83% 26
2022
Q3 		$576K Hold
2,475
– – 0.78% 27
2022
Q2 		$636K Buy
2,475
+261
+12% +$70.8K 0.83% 28
2022
Q1 		$683K Buy
2,214
+10
+0.5% +$3.01K 0.86% 23
2021
Q4 		$741K Buy
+2,204
New +$715K 0.71% 19

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Morling Financial Advisors's MSFT Position: Q3 2026 in Review

Morling Financial Advisors reduced its Microsoft (MSFT) stake by 18% in Q3 2026, selling an estimated $141K and leaving 1,353 shares worth $694K. The position accounts for 0.19% of the portfolio, ranked #42.

Morling Financial Advisors first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.83M in Q1 2025. 3,790 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Morling Financial Advisors held 1,353 shares of Microsoft worth $694K as of Q3 2026.
  • Morling Financial Advisors sold 304 Microsoft shares in Q3 2026, an estimated $141K.
  • Microsoft made up 0.19% of Morling Financial Advisors's portfolio in Q3 2026, its #42 holding.
  • Morling Financial Advisors first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Morling Financial Advisors's Microsoft position peaked at $1.83M in Q1 2025.
  • 3,790 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Morling Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.