Orca Wealth Management
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Orca Wealth Management’s Microsoft MSFT Stock Holding History

Orca Wealth 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 		$1.03M Buy
2,016
+103
+5% +$47.6K 0.62% 38
2026
Q2 		$713K Sell
1,913
-152
-7% -$61.5K 0.43% 44
2026
Q1 		$764K Sell
2,065
-13
-0.6% -$5.44K 0.54% 41
2025
Q4 		$858K Buy
2,078
+33
+2% +$16.5K 0.61% 40
2025
Q3 		$1.06M Sell
2,045
-37
-2% -$18.9K 0.8% 41
2025
Q2 		$1.04M Hold
2,082
– – 0.87% 38
2025
Q1 		$781K Buy
2,082
+117
+6% +$47.7K 0.7% 42
2024
Q4 		$828K Buy
+1,965
New +$837K 0.75% 41

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

Orca Wealth Management's MSFT Position: Q3 2026 in Review

Orca Wealth Management increased its Microsoft (MSFT) stake by 5.4% in Q3 2026, buying an estimated $47.6K and bringing the position to 2,016 shares worth $1.03M. The position accounts for 0.62% of the portfolio, ranked #38.

Orca Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q3 2025. 1,943 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Orca Wealth Management held 2,016 shares of Microsoft worth $1.03M as of Q3 2026.
  • Orca Wealth Management bought 103 Microsoft shares in Q3 2026, an estimated $47.6K.
  • Microsoft made up 0.62% of Orca Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Orca Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • Orca Wealth Management's Microsoft position peaked at $1.06M in Q3 2025.
  • 1,943 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.