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Objective Capital Management’s Microsoft MSFT Stock Holding History

Objective Capital Management’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 		$881K Buy
1,718
+100
+6% +$46.2K 0.79% 33
2026
Q2 		$604K Sell
1,618
-129
-7% -$52.2K 0.54% 46
2026
Q1 		$647K Buy
1,747
+356
+26% +$149K 0.65% 45
2025
Q4 		$673K Buy
1,391
+100
+8% +$50.1K 0.68% 43
2025
Q3 		$669K Sell
1,291
-6
-0.5% -$3.06K 0.69% 39
2025
Q2 		$645K Sell
1,297
-394
-23% -$171K 0.72% 36
2025
Q1 		$635K Sell
1,691
-4,507
-73% -$1.84M 0.81% 38
2024
Q4 		$2.61M Sell
6,198
-1,923
-24% -$819K 1.75% 13
2024
Q3 		$3.49M Buy
+8,121
New +$3.47M 2.05% 9
2024
Q1 		$3.34M Buy
7,931
+311
+4% +$126K 2.25% 8
2023
Q4 		$2.87M Buy
7,620
+27
+0.4% +$9.6K 2.18% 10
2023
Q3 		$2.4M Buy
7,593
+406
+6% +$134K 2.13% 12
2023
Q2 		$2.45M Buy
7,187
+37
+0.5% +$11.6K 2.14% 14
2023
Q1 		$2.06M Buy
7,150
+39
+0.5% +$9.9K 1.88% 16
2022
Q4 		$1.71M Sell
7,111
-63
-0.9% -$15.1K 1.69% 19
2022
Q3 		$1.67M Buy
7,174
+37
+0.5% +$9.8K 1.78% 18
2022
Q2 		$1.83M Buy
7,137
+54
+0.8% +$14.7K 1.85% 16
2022
Q1 		$2.18M Sell
7,083
-38
-0.5% -$11.4K 1.68% 17
2021
Q4 		$2.4M Buy
+7,121
New +$2.31M 1.69% 16

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Objective Capital Management's MSFT Position: Q3 2026 in Review

Objective Capital Management increased its Microsoft (MSFT) stake by 6.2% in Q3 2026, buying an estimated $46.2K and bringing the position to 1,718 shares worth $881K. The position accounts for 0.79% of the portfolio, ranked #33.

Objective Capital Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.49M in Q3 2024. 1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Objective Capital Management held 1,718 shares of Microsoft worth $881K as of Q3 2026.
  • Objective Capital Management bought 100 Microsoft shares in Q3 2026, an estimated $46.2K.
  • Microsoft made up 0.79% of Objective Capital Management's portfolio in Q3 2026, its #33 holding.
  • Objective Capital Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Objective Capital Management's Microsoft position peaked at $3.49M in Q3 2024.
  • 1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.