Mosley Wealth Management
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Mosley Wealth Management’s Microsoft MSFT Stock Holding History

Mosley 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 		$4.08M Buy
7,568
+509
+7% +$235K 1.19% 23
2026
Q2 		$2.63M Buy
7,059
+1,046
+17% +$423K 0.84% 26
2026
Q1 		$3.11M Sell
6,013
-534
-8% -$223K 1.41% 17
2025
Q4 		$3.44M Buy
+6,547
New +$3.28M 1.57% 16
2024
Q4 		$2.69M Buy
6,089
+470
+8% +$200K 1.67% 15
2024
Q3 		$2.35M Buy
5,619
+1,797
+47% +$768K 1.61% 16
2024
Q2 		$1.71M Buy
3,822
+430
+13% +$182K 1.45% 16
2024
Q1 		$1.43M Sell
3,392
-130
-4% -$52.6K 1.34% 17
2023
Q4 		$1.32M Buy
+3,522
New +$1.25M 1.31% 17

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Mosley Wealth Management increased its Microsoft (MSFT) stake by 7.2% in Q3 2026, buying an estimated $235K and bringing the position to 7,568 shares worth $4.08M. The position accounts for 1.19% of the portfolio, ranked #23.

Mosley Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 9 quarters since. 3,715 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Mosley Wealth Management held 7,568 shares of Microsoft worth $4.08M as of Q3 2026.
  • Mosley Wealth Management bought 509 Microsoft shares in Q3 2026, an estimated $235K.
  • Microsoft made up 1.19% of Mosley Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Mosley Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 9 quarters since.
  • 3,715 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.