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Quantum Financial Planning Services’s Microsoft MSFT Stock Holding History

Quantum Financial Planning 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 		$3.37M Buy
6,582
+1,881
+40% +$870K 0.92% 11
2026
Q2 		$1.75M Sell
4,701
-755
-14% -$305K 0.54% 14
2026
Q1 		$2.02M Buy
5,456
+320
+6% +$134K 0.72% 11
2025
Q4 		$2.48M Buy
5,136
+1,588
+45% +$796K 0.9% 11
2025
Q3 		$1.84M Buy
3,548
+383
+12% +$195K 0.74% 11
2025
Q2 		$1.57M Sell
3,165
-731
-19% -$317K 0.74% 10
2025
Q1 		$1.46M Buy
3,896
+1,993
+105% +$813K 0.8% 9
2024
Q4 		$802K Buy
+1,903
New +$811K 0.45% 11

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

Quantum Financial Planning Services's MSFT Position: Q3 2026 in Review

Quantum Financial Planning Services increased its Microsoft (MSFT) stake by 40% in Q3 2026, buying an estimated $870K and bringing the position to 6,582 shares worth $3.37M. The position accounts for 0.92% of the portfolio, ranked #11.

Quantum Financial Planning Services first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Quantum Financial Planning Services held 6,582 shares of Microsoft worth $3.37M as of Q3 2026.
  • Quantum Financial Planning Services bought 1,881 Microsoft shares in Q3 2026, an estimated $870K.
  • Microsoft made up 0.92% of Quantum Financial Planning Services's portfolio in Q3 2026, its #11 holding.
  • Quantum Financial Planning Services first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.