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Plan A Wealth’s Microsoft MSFT Stock Holding History

Plan A Wealth’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 		$3.69M Buy
7,187
+121
+2% +$56K 1.32% 14
2026
Q2 		$2.64M Buy
7,066
+202
+3% +$81.7K 1.12% 12
2026
Q1 		$2.54M Sell
6,864
-163
-2% -$68.2K 1.22% 13
2025
Q4 		$3.4M Buy
7,027
+127
+2% +$63.6K 1.66% 10
2025
Q3 		$3.57M Buy
6,900
+477
+7% +$243K 1.82% 10
2025
Q2 		$3.19M Buy
6,423
+1,317
+26% +$572K 1.81% 11
2025
Q1 		$1.92M Buy
5,106
+965
+23% +$393K 1.49% 16
2024
Q4 		$1.75M Buy
+4,141
New +$1.76M 1.6% 22

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Plan A Wealth's MSFT Position: Q3 2026 in Review

Plan A Wealth increased its Microsoft (MSFT) stake by 1.7% in Q3 2026, buying an estimated $56K and bringing the position to 7,187 shares worth $3.69M. The position accounts for 1.32% of the portfolio, ranked #14.

Plan A Wealth first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 604 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Plan A Wealth held 7,187 shares of Microsoft worth $3.69M as of Q3 2026.
  • Plan A Wealth bought 121 Microsoft shares in Q3 2026, an estimated $56K.
  • Microsoft made up 1.32% of Plan A Wealth's portfolio in Q3 2026, its #14 holding.
  • Plan A Wealth first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 604 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.