Rezny Wealth Management
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Rezny Wealth Management’s Microsoft MSFT Stock Holding History

Rezny Wealth Management’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 		$3.25M Buy
6,335
+194
+3% +$89.7K 0.56% 17
2026
Q2 		$2.29M Buy
6,141
+856
+16% +$346K 0.4% 25
2026
Q1 		$1.96M Buy
5,285
+1
+0% +$418 0.42% 23
2025
Q4 		$2.56M Buy
5,284
+21
+0.4% +$10.5K 0.52% 19
2025
Q3 		$2.73M Buy
5,263
+206
+4% +$105K 0.57% 16
2025
Q2 		$2.52M Buy
5,057
+114
+2% +$49.5K 0.57% 14
2025
Q1 		$1.86M Buy
4,943
+564
+13% +$230K 0.48% 18
2024
Q4 		$1.85M Buy
4,379
+204
+5% +$86.9K 0.45% 18
2024
Q3 		$1.8M Buy
4,175
+399
+11% +$171K 0.45% 18
2024
Q2 		$1.69M Buy
3,776
+788
+26% +$333K 0.45% 14
2024
Q1 		$1.26M Buy
+2,988
New +$1.21M 0.36% 15

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Rezny Wealth Management's MSFT Position: Q3 2026 in Review

Rezny Wealth Management increased its Microsoft (MSFT) stake by 3.2% in Q3 2026, buying an estimated $89.7K and bringing the position to 6,335 shares worth $3.25M. The position accounts for 0.56% of the portfolio, ranked #17.

Rezny Wealth Management first reported a position in MSFT in Q1 2024 and has held it in 11 quarters since. 1,781 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Rezny Wealth Management held 6,335 shares of Microsoft worth $3.25M as of Q3 2026.
  • Rezny Wealth Management bought 194 Microsoft shares in Q3 2026, an estimated $89.7K.
  • Microsoft made up 0.56% of Rezny Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Rezny Wealth Management first reported a position in Microsoft in Q1 2024 and has held it in 11 quarters since.
  • 1,781 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Rezny Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.