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Retirement Solution’s Microsoft MSFT Stock Holding History

Retirement Solution’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 		$11.9M Sell
23,225
-693
-3% -$320K 2.63% 7
2026
Q2 		$8.92M Sell
23,918
-1
-0% -$405 3.98% 7
2026
Q1 		$8.85M Buy
23,919
+2,268
+10% +$949K 2.09% 8
2025
Q4 		$10.5M Buy
21,651
+435
+2% +$218K 2.32% 8
2025
Q3 		$11M Sell
21,216
-2,639
-11% -$1.35M 2.62% 7
2025
Q2 		$11.9M Buy
23,855
+243
+1% +$106K 3.03% 7
2025
Q1 		$8.86M Sell
23,612
-3,444
-13% -$1.4M 2.51% 8
2024
Q4 		$11.4M Sell
27,056
-12,454
-32% -$5.3M 2.99% 7
2024
Q3 		$17M Buy
39,510
+9,827
+33% +$4.2M 4.14% 5
2024
Q2 		$13.3M Buy
29,683
+1,446
+5% +$611K 3.56% 6
2024
Q1 		$11.9M Buy
28,237
+10,545
+60% +$4.27M 3.22% 6
2023
Q4 		$6.65M Buy
17,692
+310
+2% +$110K 1.97% 8
2023
Q3 		$5.49M Buy
17,382
+480
+3% +$159K 1.81% 9
2023
Q2 		$5.76M Sell
16,902
-782
-4% -$245K 1.86% 9
2023
Q1 		$5.1M Buy
17,684
+3,098
+21% +$790K 1.79% 9
2022
Q4 		$3.5M Sell
14,586
-1,826
-11% -$438K 1.92% 4
2022
Q3 		$3.82M Sell
16,412
-184
-1% -$48.6K 2.05% 4
2022
Q2 		$4.26M Hold
16,596
– – 2.31% 4
2022
Q1 		$5.12M Buy
16,596
+498
+3% +$150K 2.26% 5
2021
Q4 		$5.41M Sell
16,098
-1,875
-10% -$608K 2.32% 5
2021
Q3 		$5.07M Buy
17,973
+601
+3% +$175K 2.33% 5
2021
Q2 		$4.71M Buy
17,372
+612
+4% +$156K 2.25% 5
2021
Q1 		$3.95M Buy
16,760
+762
+5% +$177K 2.38% 3
2020
Q4 		$3.56M Buy
+15,998
New +$3.44M 2.34% 4

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Retirement Solution's MSFT Position: Q3 2026 in Review

Retirement Solution reduced its Microsoft (MSFT) stake by 2.9% in Q3 2026, selling an estimated $320K and leaving 23,225 shares worth $11.9M. The position accounts for 2.63% of the portfolio, ranked #7.

Retirement Solution first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $17M in Q3 2024. 2,897 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Retirement Solution held 23,225 shares of Microsoft worth $11.9M as of Q3 2026.
  • Retirement Solution sold 693 Microsoft shares in Q3 2026, an estimated $320K.
  • Microsoft made up 2.63% of Retirement Solution's portfolio in Q3 2026, its #7 holding.
  • Retirement Solution first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • Retirement Solution's Microsoft position peaked at $17M in Q3 2024.
  • 2,897 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.