Pinnacle Wealth Management Group
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Pinnacle Wealth Management Group’s Microsoft MSFT Stock Holding History

Pinnacle Wealth Management Group’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 		$6.39M Sell
12,464
-123
-1% -$56.9K 2.93% 8
2026
Q2 		$4.7M Sell
12,587
-390
-3% -$158K 2.19% 15
2026
Q1 		$4.8M Sell
12,977
-440
-3% -$184K 2.36% 16
2025
Q4 		$6.49M Sell
13,417
-181
-1% -$90.7K 3.24% 8
2025
Q3 		$7.04M Sell
13,598
-242
-2% -$123K 3.61% 6
2025
Q2 		$6.88M Sell
13,840
-50
-0.4% -$21.7K 3.95% 5
2025
Q1 		$5.21M Sell
13,890
-555
-4% -$226K 3.64% 5
2024
Q4 		$6.09M Buy
14,445
+23
+0.2% +$9.8K 3.79% 6
2024
Q3 		$6.21M Sell
14,422
-43
-0.3% -$18.4K 3.92% 5
2024
Q2 		$6.47M Sell
14,465
-66
-0.5% -$27.9K 4.37% 5
2024
Q1 		$6.11M Buy
14,531
+204
+1% +$82.6K 4.54% 3
2023
Q4 		$5.39M Sell
14,327
-126
-0.9% -$44.8K 4.42% 5
2023
Q3 		$4.56M Sell
14,453
-641
-4% -$212K 4.15% 5
2023
Q2 		$5.14M Sell
15,094
-1,163
-7% -$364K 4.49% 4
2023
Q1 		$4.69M Sell
16,257
-887
-5% -$226K 4.06% 5
2022
Q4 		$4.11M Sell
17,144
-2,694
-14% -$647K 3.64% 4
2022
Q3 		$4.62M Sell
19,838
-659
-3% -$174K 4.07% 6
2022
Q2 		$5.26M Sell
20,497
-643
-3% -$175K 4.41% 3
2022
Q1 		$6.52M Buy
21,140
+247
+1% +$74.3K 4.9% 3
2021
Q4 		$7.03M Sell
20,893
-762
-4% -$247K 5.21% 2
2021
Q3 		$6.1M Buy
21,655
+167
+0.8% +$48.6K 4.59% 3
2021
Q2 		$5.82M Buy
+21,488
New +$5.46M 4.25% 2

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
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

Pinnacle Wealth Management Group's MSFT Position: Q3 2026 in Review

Pinnacle Wealth Management Group reduced its Microsoft (MSFT) stake by 0.98% in Q3 2026, selling an estimated $56.9K and leaving 12,464 shares worth $6.39M. The position accounts for 2.93% of the portfolio, ranked #8.

Pinnacle Wealth Management Group first reported a position in MSFT in Q2 2021 and has held it in 22 quarters since. The position peaked at $7.04M in Q3 2025. 1,805 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Pinnacle Wealth Management Group held 12,464 shares of Microsoft worth $6.39M as of Q3 2026.
  • Pinnacle Wealth Management Group sold 123 Microsoft shares in Q3 2026, an estimated $56.9K.
  • Microsoft made up 2.93% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #8 holding.
  • Pinnacle Wealth Management Group first reported a position in Microsoft in Q2 2021 and has held it in 22 quarters since.
  • Pinnacle Wealth Management Group's Microsoft position peaked at $7.04M in Q3 2025.
  • 1,805 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.