Root Financial Partners’s Microsoft MSFT Stock Holding History

Root Financial Partners’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	$21.4M	Buy	41,760 +3,906	+10%	+$1.81M	0.72%	21
2026 Q2	$14.1M	Buy	37,854 +2,848	+8%	+$1.15M	0.55%	20
2026 Q1	$13M	Buy	35,006 +4,215	+14%	+$1.76M	0.6%	21
2025 Q4	$14.9M	Buy	30,791 +1,829	+6%	+$917K	0.76%	21
2025 Q3	$15M	Buy	28,962 +3,905	+16%	+$1.99M	0.92%	20
2025 Q2	$12.5M	Buy	25,057 +961	+4%	+$417K	1.2%	18
2025 Q1	$9.05M	Buy	24,096 +8,087	+51%	+$3.3M	0.97%	20
2024 Q4	$6.75M	Buy	16,009 +3,420	+27%	+$1.46M	0.84%	17
2024 Q3	$5.42M	Buy	12,589 +5,715	+83%	+$2.44M	0.87%	17
2024 Q2	$3.07M	Buy	6,874 +46	+0.7%	+$19.4K	0.72%	19
2024 Q1	$2.87M	Buy	6,828 +1,346	+25%	+$545K	0.85%	19
2023 Q4	$2.06M	Buy	5,482 +4,355	+386%	+$1.55M	0.77%	17
2023 Q3	$356K	Sell	1,127 -447	-28%	-$148K	0.19%	51
2023 Q2	$536K	Buy	1,574 +399	+34%	+$125K	0.32%	38
2023 Q1	$339K	Buy	+1,175	New	+$300K	0.24%	47

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Root Financial Partners's MSFT Position: Q3 2026 in Review

Root Financial Partners increased its Microsoft (MSFT) stake by 10% in Q3 2026, buying an estimated $1.81M and bringing the position to 41,760 shares worth $21.4M. The position accounts for 0.72% of the portfolio, ranked #21.

Root Financial Partners first reported a position in MSFT in Q1 2023 and has held it in 15 quarters since. 2,781 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Root Financial Partners held 41,760 shares of Microsoft worth $21.4M as of Q3 2026.
Root Financial Partners bought 3,906 Microsoft shares in Q3 2026, an estimated $1.81M.
Microsoft made up 0.72% of Root Financial Partners's portfolio in Q3 2026, its #21 holding.
Root Financial Partners first reported a position in Microsoft in Q1 2023 and has held it in 15 quarters since.
2,781 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.