Nestegg Advisors
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Nestegg Advisors’s Microsoft MSFT Stock Holding History

Nestegg 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 		$524K Buy
1,021
+202
+25% +$93.4K 0.34% 31
2026
Q2 		$305K Buy
819
+1
+0.1% +$405 0.22% 42
2026
Q1 		$303K Sell
818
-194
-19% -$81.2K 0.27% 39
2025
Q4 		$489K Buy
1,012
+46
+5% +$23.1K 0.42% 32
2025
Q3 		$500K Buy
966
+1
+0.1% +$510 0.44% 29
2025
Q2 		$480K Hold
965
– – 0.46% 28
2025
Q1 		$362K Buy
965
+1
+0.1% +$408 0.38% 32
2024
Q4 		$419K Buy
+964
New +$411K 0.42% 29

Other funds holding MSFT

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
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
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

Nestegg Advisors's MSFT Position: Q3 2026 in Review

Nestegg Advisors increased its Microsoft (MSFT) stake by 25% in Q3 2026, buying an estimated $93.4K and bringing the position to 1,021 shares worth $524K. The position accounts for 0.34% of the portfolio, ranked #31.

Nestegg Advisors first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Nestegg Advisors held 1,021 shares of Microsoft worth $524K as of Q3 2026.
  • Nestegg Advisors bought 202 Microsoft shares in Q3 2026, an estimated $93.4K.
  • Microsoft made up 0.34% of Nestegg Advisors's portfolio in Q3 2026, its #31 holding.
  • Nestegg Advisors first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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