Retirement Guys Formula
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Retirement Guys Formula’s Microsoft MSFT Stock Holding History

Retirement Guys Formula’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 		$3.12M Buy
6,092
+18
+0.3% +$8.32K 1.16% 24
2026
Q2 		$2.27M Buy
6,074
+541
+10% +$219K 0.85% 40
2026
Q1 		$2.05M Buy
5,533
+882
+19% +$369K 0.94% 32
2025
Q4 		$2.25M Buy
4,651
+40
+0.9% +$20K 1.03% 25
2025
Q3 		$2.39M Sell
4,611
-122
-3% -$62.2K 0.84% 32
2025
Q2 		$2.35M Sell
4,733
-8
-0.2% -$3.47K 0.89% 31
2025
Q1 		$1.78M Buy
4,741
+818
+21% +$334K 0.88% 31
2024
Q4 		$1.65M Buy
3,923
+100
+3% +$42.6K 0.83% 33
2024
Q3 		$1.64M Buy
3,823
+9
+0.2% +$3.85K 0.76% 39
2024
Q2 		$1.7M Sell
3,814
-720
-16% -$304K 0.82% 34
2024
Q1 		$1.91M Buy
4,534
+892
+24% +$361K 0.93% 31
2023
Q4 		$1.37M Buy
3,642
+108
+3% +$38.4K 0.73% 34
2023
Q3 		$1.12M Buy
3,534
+727
+26% +$240K 0.78% 30
2023
Q2 		$956K Sell
2,807
-404
-13% -$127K 0.55% 42
2023
Q1 		$926K Buy
3,211
+288
+10% +$73.5K 0.66% 37
2022
Q4 		$701K Buy
2,923
+326
+13% +$78.2K 0.57% 34
2022
Q3 		$605K Buy
2,597
+96
+4% +$25.3K 0.64% 28
2022
Q2 		$642K Buy
2,501
+317
+15% +$86K 0.66% 27
2022
Q1 		$673K Buy
2,184
+63
+3% +$19K 0.45% 32
2021
Q4 		$713K Buy
+2,121
New +$688K 0.57% 34

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Retirement Guys Formula's MSFT Position: Q3 2026 in Review

Retirement Guys Formula increased its Microsoft (MSFT) stake by 0.3% in Q3 2026, buying an estimated $8.32K and bringing the position to 6,092 shares worth $3.12M. The position accounts for 1.16% of the portfolio, ranked #24.

Retirement Guys Formula first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 2,283 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Retirement Guys Formula held 6,092 shares of Microsoft worth $3.12M as of Q3 2026.
  • Retirement Guys Formula bought 18 Microsoft shares in Q3 2026, an estimated $8.32K.
  • Microsoft made up 1.16% of Retirement Guys Formula's portfolio in Q3 2026, its #24 holding.
  • Retirement Guys Formula first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 2,283 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.