Prota Financial
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Prota Financial’s Microsoft MSFT Stock Holding History

Prota 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 		$571K Buy
1,114
+10
+0.9% +$4.62K 0.37% 49
2026
Q2 		$424K Sell
1,104
-247
-18% -$100K 0.28% 55
2026
Q1 		$500K Sell
1,351
-95
-7% -$39.8K 0.36% 47
2025
Q4 		$699K Buy
+1,446
New +$725K 0.5% 20

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
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Prota Financial's MSFT Position: Q3 2026 in Review

Prota Financial increased its Microsoft (MSFT) stake by 0.91% in Q3 2026, buying an estimated $4.62K and bringing the position to 1,114 shares worth $571K. The position accounts for 0.37% of the portfolio, ranked #49.

Prota Financial first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. The position peaked at $699K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Prota Financial held 1,114 shares of Microsoft worth $571K as of Q3 2026.
  • Prota Financial bought 10 Microsoft shares in Q3 2026, an estimated $4.62K.
  • Microsoft made up 0.37% of Prota Financial's portfolio in Q3 2026, its #49 holding.
  • Prota Financial first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • Prota Financial's Microsoft position peaked at $699K in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.