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PUREfi Wealth’s Microsoft MSFT Stock Holding History

PUREfi Wealth’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 		$6.24M Sell
12,164
-528
-4% -$244K 2.92% 3
2026
Q2 		$4.73M Sell
12,692
-716
-5% -$290K 2.6% 5
2026
Q1 		$4.96M Buy
13,408
+3,094
+30% +$1.29M 3.25% 5
2025
Q4 		$4.99M Sell
10,314
-471
-4% -$236K 3.82% 3
2025
Q3 		$5.59M Buy
10,785
+366
+4% +$187K 4.3% 2
2025
Q2 		$5.18M Buy
10,419
+933
+10% +$405K 4.14% 3
2025
Q1 		$3.56M Buy
9,486
+843
+10% +$344K 3.56% 3
2024
Q4 		$3.64M Buy
+8,643
New +$3.68M 3.56% 3

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

PUREfi Wealth's MSFT Position: Q3 2026 in Review

PUREfi Wealth reduced its Microsoft (MSFT) stake by 4.2% in Q3 2026, selling an estimated $244K and leaving 12,164 shares worth $6.24M. The position accounts for 2.92% of the portfolio, ranked #3.

PUREfi Wealth first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 1,377 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • PUREfi Wealth held 12,164 shares of Microsoft worth $6.24M as of Q3 2026.
  • PUREfi Wealth sold 528 Microsoft shares in Q3 2026, an estimated $244K.
  • Microsoft made up 2.92% of PUREfi Wealth's portfolio in Q3 2026, its #3 holding.
  • PUREfi Wealth first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 1,377 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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