NovaPoint Capital
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NovaPoint Capital’s Microsoft MSFT Stock Holding History

NovaPoint Capital’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 		$15.9M Sell
30,986
-1,239
-4% -$573K 3.43% 4
2026
Q2 		$12M Buy
32,225
+1,440
+5% +$583K 2.5% 9
2026
Q1 		$11.4M Buy
30,785
+1,889
+7% +$790K 2.86% 8
2025
Q4 		$14M Buy
28,896
+986
+4% +$494K 3.6% 4
2025
Q3 		$14.5M Buy
27,910
+1,570
+6% +$801K 3.54% 2
2025
Q2 		$13.1M Buy
26,340
+374
+1% +$162K 4.02% 3
2025
Q1 		$9.7M Sell
25,966
-108
-0.4% -$44K 3% 7
2024
Q4 		$11M Buy
26,074
+412
+2% +$175K 3.35% 7
2024
Q3 		$11M Sell
25,662
-186
-0.7% -$79.5K 3.42% 7
2024
Q2 		$11.6M Sell
25,848
-278
-1% -$117K 3.92% 3
2024
Q1 		$11M Buy
26,126
+202
+0.8% +$81.8K 3.85% 4
2023
Q4 		$9.7M Sell
25,924
-1,083
-4% -$385K 3.62% 5
2023
Q3 		$8.53M Sell
27,007
-352
-1% -$116K 3.39% 5
2023
Q2 		$9.32M Buy
27,359
+238
+0.9% +$74.6K 3.47% 6
2023
Q1 		$7.82M Buy
27,121
+141
+0.5% +$36K 3.2% 5
2022
Q4 		$6.47M Sell
26,980
-311
-1% -$74.6K 2.83% 5
2022
Q3 		$6.36M Buy
27,291
+1,304
+5% +$344K 2.89% 5
2022
Q2 		$6.67M Sell
25,987
-977
-4% -$265K 2.9% 5
2022
Q1 		$8.31M Sell
26,964
-467
-2% -$140K 3.03% 5
2021
Q4 		$9.23M Buy
27,431
+1,171
+4% +$380K 3.31% 3
2021
Q3 		$7.4M Buy
26,260
+189
+0.7% +$55K 2.97% 5
2021
Q2 		$7.06M Buy
26,071
+417
+2% +$106K 2.92% 6
2021
Q1 		$6.05M Buy
25,654
+1,567
+7% +$364K 2.83% 6
2020
Q4 		$5.36M Buy
24,087
+4,733
+24% +$1.02M 2.79% 8
2020
Q3 		$4.07M Buy
19,354
+1,575
+9% +$331K 2.64% 7
2020
Q2 		$3.62M Buy
17,779
+88
+0.5% +$16K 2.69% 7
2020
Q1 		$2.79M Buy
17,691
+440
+3% +$72.4K 2.55% 7
2019
Q4 		$2.72M Buy
+17,251
New +$2.53M 2.13% 7

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

NovaPoint Capital's MSFT Position: Q3 2026 in Review

NovaPoint Capital reduced its Microsoft (MSFT) stake by 3.8% in Q3 2026, selling an estimated $573K and leaving 30,986 shares worth $15.9M. The position accounts for 3.43% of the portfolio, ranked #4.

NovaPoint Capital first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • NovaPoint Capital held 30,986 shares of Microsoft worth $15.9M as of Q3 2026.
  • NovaPoint Capital sold 1,239 Microsoft shares in Q3 2026, an estimated $573K.
  • Microsoft made up 3.43% of NovaPoint Capital's portfolio in Q3 2026, its #4 holding.
  • NovaPoint Capital first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on NovaPoint Capital's 13F filing for Q3 2026, filed 22 Oct 2026.