NWF Advisory Services’s Microsoft MSFT Stock Holding History

NWF Advisory Services’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	$9.28M	Sell	18,087 -750	-4%	-$347K	0.86%	26
2026 Q2	$7.03M	Sell	18,837 -359	-2%	-$145K	0.66%	39
2026 Q1	$7.11M	Sell	19,196 -1,198	-6%	-$501K	0.8%	33
2025 Q4	$9.9M	Buy	20,394 +1,181	+6%	+$592K	1.09%	24
2025 Q3	$10M	Sell	19,213 -560	-3%	-$286K	1.09%	25
2025 Q2	$9.8M	Buy	19,773 +2,472	+14%	+$1.07M	1.17%	22
2025 Q1	$6.49M	Sell	17,301 -1,569	-8%	-$640K	0.91%	26
2024 Q4	$7.95M	Buy	18,870 +960	+5%	+$409K	1.16%	29
2024 Q3	$7.71M	Buy	17,910 +143	+0.8%	+$61.1K	1.12%	24
2024 Q2	$7.94M	Buy	17,767 +1,007	+6%	+$425K	1.26%	23
2024 Q1	$7.05M	Buy	16,760 +4,637	+38%	+$1.88M	1.18%	23
2023 Q4	$4.56M	Buy	12,123 +2,278	+23%	+$811K	0.91%	26
2023 Q3	$3.11M	Buy	9,845 +596	+6%	+$197K	0.73%	33
2023 Q2	$3.15M	Hold	9,249	–	–	0.73%	35
2023 Q1	$3.15M	Buy	+9,249	New	+$2.36M	0.73%	35

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

NWF Advisory Services's MSFT Position: Q3 2026 in Review

NWF Advisory Services reduced its Microsoft (MSFT) stake by 4% in Q3 2026, selling an estimated $347K and leaving 18,087 shares worth $9.28M. The position accounts for 0.86% of the portfolio, ranked #26.

NWF Advisory Services first reported a position in MSFT in Q1 2023 and has held it in 15 quarters since. The position peaked at $10M in Q3 2025. 1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

NWF Advisory Services held 18,087 shares of Microsoft worth $9.28M as of Q3 2026.
NWF Advisory Services sold 750 Microsoft shares in Q3 2026, an estimated $347K.
Microsoft made up 0.86% of NWF Advisory Services's portfolio in Q3 2026, its #26 holding.
NWF Advisory Services first reported a position in Microsoft in Q1 2023 and has held it in 15 quarters since.
NWF Advisory Services's Microsoft position peaked at $10M in Q3 2025.
1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.