Roberts Wealth Advisors
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Roberts Wealth Advisors’s Microsoft MSFT Stock Holding History

Roberts Wealth Advisors’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 		$17.6M Sell
34,277
-501
-1% -$232K 3.95% 5
2026
Q2 		$13M Buy
34,778
+862
+3% +$349K 2.95% 8
2026
Q1 		$12.6M Buy
33,916
+698
+2% +$292K 3.19% 6
2025
Q4 		$16.1M Sell
33,218
-3,538
-10% -$1.77M 4.19% 5
2025
Q3 		$19M Sell
36,756
-1,125
-3% -$574K 5.06% 4
2025
Q2 		$18.8M Sell
37,881
-629
-2% -$273K 5.42% 3
2025
Q1 		$14.5M Buy
38,510
+26
+0.1% +$10.6K 4.46% 3
2024
Q4 		$16.4M Buy
38,484
+89
+0.2% +$37.9K 4.98% 3
2024
Q3 		$15.9M Buy
38,395
+527
+1% +$225K 5.15% 3
2024
Q2 		$17.4M Buy
37,868
+174
+0.5% +$73.5K 5.94% 2
2024
Q1 		$15.6M Buy
37,694
+154
+0.4% +$62.3K 5.83% 2
2023
Q4 		$43.3M Sell
37,540
-384
-1% -$137K 6.74% 2
2023
Q3 		$12.6M Buy
37,924
+228
+0.6% +$75.3K 5.55% 2
2023
Q2 		$12.8M Sell
37,696
-2,251
-6% -$705K 5.64% 3
2023
Q1 		$11.5M Buy
39,947
+447
+1% +$114K 5.26% 3
2022
Q4 		$9.46M Buy
39,500
+1,244
+3% +$299K 4.57% 3
2022
Q3 		$9.44M Buy
38,256
+939
+3% +$248K 4.64% 3
2022
Q2 		$10M Buy
37,317
+716
+2% +$194K 4.35% 4
2022
Q1 		$11.3M Sell
36,601
-160
-0.4% -$48.1K 4.44% 3
2021
Q4 		$12.3M Sell
36,761
-269
-0.7% -$87.2K 4.43% 3
2021
Q3 		$10.4M Buy
+37,030
New +$10.8M 4.13% 4

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Roberts Wealth Advisors's MSFT Position: Q3 2026 in Review

Roberts Wealth Advisors reduced its Microsoft (MSFT) stake by 1.4% in Q3 2026, selling an estimated $232K and leaving 34,277 shares worth $17.6M. The position accounts for 3.95% of the portfolio, ranked #5.

Roberts Wealth Advisors first reported a position in MSFT in Q3 2021 and has held it in 21 quarters since. The position peaked at $43.3M in Q4 2023. 1,633 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Roberts Wealth Advisors held 34,277 shares of Microsoft worth $17.6M as of Q3 2026.
  • Roberts Wealth Advisors sold 501 Microsoft shares in Q3 2026, an estimated $232K.
  • Microsoft made up 3.95% of Roberts Wealth Advisors's portfolio in Q3 2026, its #5 holding.
  • Roberts Wealth Advisors first reported a position in Microsoft in Q3 2021 and has held it in 21 quarters since.
  • Roberts Wealth Advisors's Microsoft position peaked at $43.3M in Q4 2023.
  • 1,633 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.