Robinson Smith Wealth Advisors
MSFT icon

Robinson Smith Wealth Advisors’s Microsoft MSFT Stock Holding History

Robinson Smith 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 		$1.59M Hold
3,093
– – 0.97% 23
2026
Q2 		$1.15M Sell
3,093
-166
-5% -$67.2K 0.69% 30
2026
Q1 		$1.21M Sell
3,259
-35
-1% -$14.6K 0.82% 25
2025
Q4 		$1.59M Sell
3,294
-377
-10% -$189K 1.09% 25
2025
Q3 		$1.9M Sell
3,671
-141
-4% -$71.9K 1.37% 19
2025
Q2 		$1.9M Buy
3,812
+62
+2% +$26.9K 1.52% 18
2025
Q1 		$1.41M Buy
3,750
+283
+8% +$115K 1.18% 22
2024
Q4 		$1.46M Buy
3,467
+33
+1% +$14.1K 1.24% 22
2024
Q3 		$1.48M Sell
3,434
-841
-20% -$359K 1.26% 20
2024
Q2 		$1.91M Buy
4,275
+680
+19% +$287K 1.68% 14
2024
Q1 		$1.51M Sell
3,595
-1,353
-27% -$548K 1.45% 19
2023
Q4 		$1.86M Buy
+4,948
New +$1.76M 1.83% 13

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
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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Robinson Smith Wealth Advisors's MSFT Position: Q3 2026 in Review

Robinson Smith Wealth Advisors held its Microsoft (MSFT) position steady in Q3 2026 at 3,093 shares worth $1.59M. The position accounts for 0.97% of the portfolio, ranked #23.

Robinson Smith Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.91M in Q2 2024. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Robinson Smith Wealth Advisors held 3,093 shares of Microsoft worth $1.59M as of Q3 2026.
  • Robinson Smith Wealth Advisors left its Microsoft share count unchanged in Q3 2026.
  • Microsoft made up 0.97% of Robinson Smith Wealth Advisors's portfolio in Q3 2026, its #23 holding.
  • Robinson Smith Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • Robinson Smith Wealth Advisors's Microsoft position peaked at $1.91M in Q2 2024.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.