Prosperity Planning’s Microsoft MSFT Stock Holding History

Prosperity Planning’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	$294K	Buy	+573	New	+$265K	0.07%	104

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Prosperity Planning's MSFT Position: Q3 2026 in Review

Prosperity Planning opened a new position in Microsoft (MSFT) in Q3 2026: 573 shares worth $294K. The stake represents 0.07% of the portfolio and ranks #104 among its holdings.

977 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Prosperity Planning held 573 shares of Microsoft worth $294K as of Q3 2026.
Microsoft was a new Prosperity Planning position in Q3 2026.
Microsoft made up 0.07% of Prosperity Planning's portfolio in Q3 2026, its #104 holding.
977 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.