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Private Wealth Management Group’s Microsoft MSFT Stock Holding History

Private 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 		$3.04M Buy
5,930
+240
+4% +$111K 0.68% 23
2026
Q2 		$2.12M Buy
5,690
+2,186
+62% +$884K 0.49% 31
2026
Q1 		$1.3M Sell
3,504
-356
-9% -$149K 0.34% 33
2025
Q4 		$1.87M Sell
3,860
-39
-1% -$19.5K 0.5% 29
2025
Q3 		$2.02M Buy
3,899
+12
+0.3% +$6.12K 0.56% 28
2025
Q2 		$1.93M Buy
3,887
+43
+1% +$18.7K 0.64% 26
2025
Q1 		$1.44M Buy
3,844
+162
+4% +$66K 0.53% 26
2024
Q4 		$1.55M Buy
3,682
+146
+4% +$62.2K 0.59% 24
2024
Q3 		$1.52M Buy
3,536
+28
+0.8% +$12K 0.6% 25
2024
Q2 		$1.57M Sell
3,508
-103
-3% -$43.5K 0.68% 23
2024
Q1 		$1.52M Buy
3,611
+239
+7% +$96.8K 0.69% 22
2023
Q4 		$1.27M Buy
+3,372
New +$1.2M 0.62% 26

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
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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Private Wealth Management Group increased its Microsoft (MSFT) stake by 4.2% in Q3 2026, buying an estimated $111K and bringing the position to 5,930 shares worth $3.04M. The position accounts for 0.68% of the portfolio, ranked #23.

Private Wealth Management Group first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 1,727 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Private Wealth Management Group held 5,930 shares of Microsoft worth $3.04M as of Q3 2026.
  • Private Wealth Management Group bought 240 Microsoft shares in Q3 2026, an estimated $111K.
  • Microsoft made up 0.68% of Private Wealth Management Group's portfolio in Q3 2026, its #23 holding.
  • Private Wealth Management Group first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 1,727 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.