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TrueNorth Wealth & Impact, LLC’s Microsoft MSFT Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$8.37M Buy
+16,312
New +$7.54M 3.18% 7

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's MSFT Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Microsoft (MSFT) in Q3 2026: 16,312 shares worth $8.37M. The stake represents 3.18% of the portfolio and ranks #7 among its holdings.

5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 16,312 shares of Microsoft worth $8.37M as of Q3 2026.
  • Microsoft was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Microsoft made up 3.18% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #7 holding.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.