Next Level Private
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Next Level Private’s Microsoft MSFT Stock Holding History

Next Level Private’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 		$7.92M Buy
15,445
+1,991
+15% +$921K 1.52% 16
2026
Q2 		$5.02M Buy
13,454
+12
+0.1% +$4.86K 0.98% 23
2026
Q1 		$4.98M Buy
13,442
+329
+3% +$138K 1.12% 21
2025
Q4 		$6.34M Buy
13,113
+241
+2% +$121K 1.66% 16
2025
Q3 		$6.8M Sell
12,872
-307
-2% -$157K 1.97% 15
2025
Q2 		$6.56M Buy
13,179
+230
+2% +$100K 2.13% 14
2025
Q1 		$4.86M Buy
12,949
+91
+0.7% +$37.1K 1.81% 16
2024
Q4 		$5.42M Buy
12,858
+130
+1% +$55.4K 2.19% 14
2024
Q3 		$5.48M Buy
12,728
+80
+0.6% +$34.2K 2.24% 13
2024
Q2 		$5.65M Sell
12,648
-75
-0.6% -$31.7K 2.59% 10
2024
Q1 		$5.35M Buy
12,723
+4,817
+61% +$1.95M 2.46% 9
2023
Q4 		$2.97M Sell
7,906
-615
-7% -$219K 1.68% 18
2023
Q3 		$2.74M Buy
8,521
+163
+2% +$53.9K 1.82% 15
2023
Q2 		$2.77M Buy
8,358
+199
+2% +$62.4K 1.79% 13
2023
Q1 		$2.35M Sell
8,159
-100
-1% -$25.5K 1.85% 16
2022
Q4 		$1.88M Buy
8,259
+100
+1% +$24K 1.38% 22
2022
Q3 		$2.03M Sell
8,159
-5,797
-42% -$1.53M 1.79% 18
2022
Q2 		$3.58M Buy
13,956
+6,510
+87% +$1.77M 1.37% 14
2022
Q1 		$2.3M Buy
7,446
+591
+9% +$178K 1.85% 14
2021
Q4 		$2.3M Buy
+6,855
New +$2.22M 1.93% 16

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
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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

Next Level Private's MSFT Position: Q3 2026 in Review

Next Level Private increased its Microsoft (MSFT) stake by 15% in Q3 2026, buying an estimated $921K and bringing the position to 15,445 shares worth $7.92M. The position accounts for 1.52% of the portfolio, ranked #16.

Next Level Private first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 3,037 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Next Level Private held 15,445 shares of Microsoft worth $7.92M as of Q3 2026.
  • Next Level Private bought 1,991 Microsoft shares in Q3 2026, an estimated $921K.
  • Microsoft made up 1.52% of Next Level Private's portfolio in Q3 2026, its #16 holding.
  • Next Level Private first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 3,037 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.