Plan Group Financial
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Plan Group Financial’s Microsoft MSFT Stock Holding History

Plan Group Financial’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 		$1.18M Sell
2,226
-424
-16% -$196K 0.23% 82
2026
Q2 		$989K Sell
2,650
-558
-17% -$226K 0.2% 92
2026
Q1 		$1.19M Sell
3,208
-260
-7% -$109K 0.28% 82
2025
Q4 		$1.68M Sell
3,468
-1,329
-28% -$666K 0.44% 71
2025
Q3 		$2.48M Buy
4,797
+522
+12% +$266K 0.67% 50
2025
Q2 		$2.13M Buy
4,275
+33
+0.8% +$14.3K 0.7% 41
2025
Q1 		$1.59M Buy
4,242
+3,029
+250% +$1.23M 0.57% 47
2024
Q4 		$511K Buy
1,213
+39
+3% +$16.6K 0.27% 66
2024
Q3 		$505K Buy
1,174
+405
+53% +$173K 0.27% 66
2024
Q2 		$344K Buy
769
+157
+26% +$66.3K 0.21% 74
2024
Q1 		$258K Sell
612
-1,283
-68% -$519K 0.17% 79
2023
Q4 		$713K Sell
1,895
-586
-24% -$209K 0.63% 35
2023
Q3 		$783K Sell
2,481
-2,342
-49% -$774K 0.56% 30
2023
Q2 		$1.61M Buy
+4,823
New +$1.51M 1.34% 19
2022
Q2 		$481K Buy
+1,874
New +$509K 0.83% 30

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Plan Group Financial's MSFT Position: Q3 2026 in Review

Plan Group Financial reduced its Microsoft (MSFT) stake by 16% in Q3 2026, selling an estimated $196K and leaving 2,226 shares worth $1.18M. The position accounts for 0.23% of the portfolio, ranked #82.

Plan Group Financial first reported a position in MSFT in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.48M in Q3 2025. 2,205 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Plan Group Financial held 2,226 shares of Microsoft worth $1.18M as of Q3 2026.
  • Plan Group Financial sold 424 Microsoft shares in Q3 2026, an estimated $196K.
  • Microsoft made up 0.23% of Plan Group Financial's portfolio in Q3 2026, its #82 holding.
  • Plan Group Financial first reported a position in Microsoft in Q2 2022 and has held it in 15 quarters since.
  • Plan Group Financial's Microsoft position peaked at $2.48M in Q3 2025.
  • 2,205 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.