Networth Advisors
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Networth Advisors’s Microsoft MSFT Stock Holding History

Networth 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 		$76.6K Sell
149
-300
-67% -$139K 0.04% 91
2026
Q2 		$167K Sell
449
-1,030
-70% -$417K 0.1% 62
2026
Q1 		$547K Buy
1,479
+173
+13% +$72.4K 0.39% 38
2025
Q4 		$632K Buy
+1,306
New +$654K 0.47% 35

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Networth Advisors's MSFT Position: Q3 2026 in Review

Networth Advisors reduced its Microsoft (MSFT) stake by 67% in Q3 2026, selling an estimated $139K and leaving 149 shares worth $76.6K. The position accounts for 0.04% of the portfolio, ranked #91.

Networth Advisors first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. The position peaked at $632K in Q4 2025. 3,682 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Networth Advisors held 149 shares of Microsoft worth $76.6K as of Q3 2026.
  • Networth Advisors sold 300 Microsoft shares in Q3 2026, an estimated $139K.
  • Microsoft made up 0.04% of Networth Advisors's portfolio in Q3 2026, its #91 holding.
  • Networth Advisors first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • Networth Advisors's Microsoft position peaked at $632K in Q4 2025.
  • 3,682 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.