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Powers Advisory Group’s Microsoft MSFT Stock Holding History

Powers Advisory 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 		$6.79M Sell
13,235
-863
-6% -$399K 2.06% 12
2026
Q2 		$5.26M Sell
14,098
-444
-3% -$180K 1.65% 15
2026
Q1 		$5.38M Buy
14,542
+106
+0.7% +$44.4K 1.9% 15
2025
Q4 		$6.98M Buy
14,436
+200
+1% +$100K 2.63% 11
2025
Q3 		$7.37M Buy
14,236
+65
+0.5% +$33.2K 2.94% 11
2025
Q2 		$7.05M Sell
14,171
-85
-0.6% -$36.9K 3.1% 11
2025
Q1 		$5.35M Buy
14,256
+116
+0.8% +$47.3K 2.55% 11
2024
Q4 		$5.96M Sell
14,140
-13
-0.1% -$5.54K 2.98% 11
2024
Q3 		$6.09M Sell
14,153
-7
-0% -$2.99K 3.04% 11
2024
Q2 		$6.33M Buy
14,160
+29
+0.2% +$12.2K 3.45% 10
2024
Q1 		$5.95M Sell
14,131
-481
-3% -$195K 3.4% 9
2023
Q4 		$5.49M Sell
14,612
-383
-3% -$136K 3.39% 9
2023
Q3 		$4.73M Sell
14,995
-126
-0.8% -$41.6K 3.22% 9
2023
Q2 		$5.15M Buy
15,121
+119
+0.8% +$37.3K 3.41% 8
2023
Q1 		$4.33M Sell
15,002
-6
-0% -$1.53K 3.02% 9
2022
Q4 		$3.6M Sell
15,008
-11
-0.1% -$2.64K 2.65% 9
2022
Q3 		$3.5M Buy
15,019
+75
+0.5% +$19.8K 2.79% 9
2022
Q2 		$3.84M Sell
14,944
-284
-2% -$77.1K 2.95% 9
2022
Q1 		$4.7M Buy
15,228
+95
+0.6% +$28.6K 3.27% 9
2021
Q4 		$5.09M Buy
+15,133
New +$4.91M 3.59% 6

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

Powers Advisory Group's MSFT Position: Q3 2026 in Review

Powers Advisory Group reduced its Microsoft (MSFT) stake by 6.1% in Q3 2026, selling an estimated $399K and leaving 13,235 shares worth $6.79M. The position accounts for 2.06% of the portfolio, ranked #12.

Powers Advisory Group first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $7.37M in Q3 2025. 1,267 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Powers Advisory Group held 13,235 shares of Microsoft worth $6.79M as of Q3 2026.
  • Powers Advisory Group sold 863 Microsoft shares in Q3 2026, an estimated $399K.
  • Microsoft made up 2.06% of Powers Advisory Group's portfolio in Q3 2026, its #12 holding.
  • Powers Advisory Group first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's Microsoft position peaked at $7.37M in Q3 2025.
  • 1,267 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.