Newbridge Financial Services Group
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Newbridge Financial Services Group’s Microsoft MSFT Stock Holding History

Newbridge Financial Services Group’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 		$23.5M Buy
45,883
+1,787
+4% +$826K 2.71% 7
2026
Q2 		$16.4M Buy
44,096
+2,222
+5% +$899K 2.04% 10
2026
Q1 		$15.5M Buy
41,874
+5,535
+15% +$2.32M 2.55% 6
2025
Q4 		$17.6M Buy
36,339
+1,500
+4% +$752K 2.73% 5
2025
Q3 		$18M Buy
34,839
+923
+3% +$471K 2.7% 4
2025
Q2 		$16.9M Buy
33,916
+912
+3% +$396K 2.74% 4
2025
Q1 		$12.4M Buy
33,004
+2,573
+8% +$1.05M 3.01% 4
2024
Q4 		$12.8M Buy
30,431
+477
+2% +$203K 3.29% 4
2024
Q3 		$12.9M Buy
29,954
+5,626
+23% +$2.4M 4.52% 3
2024
Q2 		$10.9M Buy
24,328
+1,431
+6% +$604K 4.05% 4
2024
Q1 		$9.6M Sell
22,897
-658
-3% -$266K 4.21% 4
2023
Q4 		$8.86M Buy
23,555
+1,357
+6% +$483K 4.33% 3
2023
Q3 		$7.01M Buy
22,198
+3,295
+17% +$1.09M 3.52% 4
2023
Q2 		$6.44M Buy
18,903
+420
+2% +$132K 3.15% 4
2023
Q1 		$5.33M Buy
18,483
+377
+2% +$96.2K 2.83% 4
2022
Q4 		$4.34M Sell
18,106
-627
-3% -$150K 2.51% 4
2022
Q3 		$4.36M Buy
18,733
+195
+1% +$51.5K 2.56% 4
2022
Q2 		$4.76M Sell
18,538
-844
-4% -$229K 2.96% 4
2022
Q1 		$5.98M Buy
19,382
+345
+2% +$104K 2.94% 5
2021
Q4 		$6.4M Buy
19,037
+6,100
+47% +$1.98M 3.02% 5
2021
Q3 		$3.65M Sell
12,937
-419
-3% -$122K 2.28% 4
2021
Q2 		$3.62M Buy
13,356
+1,017
+8% +$259K 2.22% 4
2021
Q1 		$2.91M Buy
12,339
+352
+3% +$81.7K 2.14% 4
2020
Q4 		$2.67M Sell
11,987
-261
-2% -$56.1K 2.19% 5
2020
Q3 		$2.58M Buy
+12,248
New +$2.57M 2.54% 4

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Newbridge Financial Services Group's MSFT Position: Q3 2026 in Review

Newbridge Financial Services Group increased its Microsoft (MSFT) stake by 4.1% in Q3 2026, buying an estimated $826K and bringing the position to 45,883 shares worth $23.5M. The position accounts for 2.71% of the portfolio, ranked #7.

Newbridge Financial Services Group first reported a position in MSFT in Q3 2020 and has held it in 25 quarters since. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Newbridge Financial Services Group held 45,883 shares of Microsoft worth $23.5M as of Q3 2026.
  • Newbridge Financial Services Group bought 1,787 Microsoft shares in Q3 2026, an estimated $826K.
  • Microsoft made up 2.71% of Newbridge Financial Services Group's portfolio in Q3 2026, its #7 holding.
  • Newbridge Financial Services Group first reported a position in Microsoft in Q3 2020 and has held it in 25 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.