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Retirement Wealth Solutions’s Microsoft MSFT Stock Holding History

Retirement Wealth Solutions’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 		$1.38M Buy
2,694
+256
+11% +$118K 0.73% 27
2026
Q2 		$909K Sell
2,438
-33
-1% -$13.4K 0.5% 37
2026
Q1 		$915K Sell
2,471
-149
-6% -$62.3K 0.58% 33
2025
Q4 		$1.27M Sell
2,620
-9
-0.3% -$4.51K 0.8% 26
2025
Q3 		$1.36M Buy
2,629
+2
+0.1% +$1.02K 0.89% 24
2025
Q2 		$1.31M Sell
2,627
-32
-1% -$13.9K 0.95% 25
2025
Q1 		$998K Buy
2,659
+334
+14% +$136K 0.81% 25
2024
Q4 		$974K Buy
+2,325
New +$990K 0.82% 23

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Retirement Wealth Solutions's MSFT Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Microsoft (MSFT) stake by 11% in Q3 2026, buying an estimated $118K and bringing the position to 2,694 shares worth $1.38M. The position accounts for 0.73% of the portfolio, ranked #27.

Retirement Wealth Solutions first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 733 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Retirement Wealth Solutions held 2,694 shares of Microsoft worth $1.38M as of Q3 2026.
  • Retirement Wealth Solutions bought 256 Microsoft shares in Q3 2026, an estimated $118K.
  • Microsoft made up 0.73% of Retirement Wealth Solutions's portfolio in Q3 2026, its #27 holding.
  • Retirement Wealth Solutions first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 733 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.