PW Nova Financial Services
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PW Nova Financial Services’s Microsoft MSFT Stock Holding History

PW Nova Financial Services’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 		$7.9M Sell
15,408
-1,256
-8% -$581K 1.61% 14
2026
Q2 		$6.22M Sell
16,664
-548
-3% -$222K 1.33% 22
2026
Q1 		$6.37M Buy
17,212
+5,883
+52% +$2.46M 1.6% 12
2025
Q4 		$5.36M Buy
+11,329
New +$5.68M 2.03% 14

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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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

PW Nova Financial Services's MSFT Position: Q3 2026 in Review

PW Nova Financial Services reduced its Microsoft (MSFT) stake by 7.5% in Q3 2026, selling an estimated $581K and leaving 15,408 shares worth $7.9M. The position accounts for 1.61% of the portfolio, ranked #14.

PW Nova Financial Services first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. 1,675 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • PW Nova Financial Services held 15,408 shares of Microsoft worth $7.9M as of Q3 2026.
  • PW Nova Financial Services sold 1,256 Microsoft shares in Q3 2026, an estimated $581K.
  • Microsoft made up 1.61% of PW Nova Financial Services's portfolio in Q3 2026, its #14 holding.
  • PW Nova Financial Services first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • 1,675 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.