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S.E.E.D. Planning Group’s Microsoft MSFT Stock Holding History

S.E.E.D. Planning Group’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 		$17.5M Buy
34,125
+1,361
+4% +$629K 4.29% 4
2026
Q2 		$12.2M Sell
32,764
-735
-2% -$297K 3.23% 10
2026
Q1 		$12.4M Buy
33,499
+7,001
+26% +$2.93M 3.6% 11
2025
Q4 		$12.8M Buy
26,498
+534
+2% +$268K 3.65% 8
2025
Q3 		$13.4M Sell
25,964
-137
-0.5% -$69.9K 3.92% 5
2025
Q2 		$13M Sell
26,101
-2,739
-9% -$1.19M 4.07% 5
2025
Q1 		$10.8M Buy
28,840
+2,021
+8% +$824K 3.65% 8
2024
Q4 		$11.3M Buy
26,819
+1,347
+5% +$574K 3.77% 5
2024
Q3 		$11M Buy
25,472
+573
+2% +$245K 3.63% 7
2024
Q2 		$11.1M Buy
24,899
+381
+2% +$161K 4.05% 4
2024
Q1 		$10.3M Sell
24,518
-1,595
-6% -$646K 3.77% 5
2023
Q4 		$9.8M Sell
26,113
-2,464
-9% -$877K 3.96% 3
2023
Q3 		$9.02M Sell
28,577
-6,301
-18% -$2.08M 3.48% 8
2023
Q2 		$11.9M Buy
34,878
+1,587
+5% +$497K 4.17% 4
2023
Q1 		$9.6M Buy
33,291
+1,080
+3% +$275K 3.7% 5
2022
Q4 		$7.72M Buy
32,211
+2,950
+10% +$708K 3.35% 6
2022
Q3 		$6.82M Buy
29,261
+983
+3% +$260K 3.19% 6
2022
Q2 		$7.26M Buy
28,278
+4,611
+19% +$1.25M 3.29% 6
2022
Q1 		$7.3M Buy
23,667
+3,785
+19% +$1.14M 3.11% 6
2021
Q4 		$6.69M Sell
19,882
-302
-1% -$97.9K 2.9% 8
2021
Q3 		$5.69M Sell
20,184
-1,652
-8% -$481K 2.68% 8
2021
Q2 		$5.92M Buy
21,836
+916
+4% +$233K 2.91% 8
2021
Q1 		$4.93M Sell
20,920
-7,192
-26% -$1.67M 2.71% 8
2020
Q4 		$6.25M Buy
28,112
+9,397
+50% +$2.02M 3.75% 6
2020
Q3 		$3.94M Sell
18,715
-1,257
-6% -$264K 2.89% 8
2020
Q2 		$4.06M Sell
19,972
-1,365
-6% -$248K 3.18% 8
2020
Q1 		$3.36M Sell
21,337
-2,402
-10% -$395K 3.27% 8
2019
Q4 		$3.74M Buy
+23,739
New +$3.49M 3.25% 7

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

S.E.E.D. Planning Group's MSFT Position: Q3 2026 in Review

S.E.E.D. Planning Group increased its Microsoft (MSFT) stake by 4.2% in Q3 2026, buying an estimated $629K and bringing the position to 34,125 shares worth $17.5M. The position accounts for 4.29% of the portfolio, ranked #4.

S.E.E.D. Planning Group first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. 1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • S.E.E.D. Planning Group held 34,125 shares of Microsoft worth $17.5M as of Q3 2026.
  • S.E.E.D. Planning Group bought 1,361 Microsoft shares in Q3 2026, an estimated $629K.
  • Microsoft made up 4.29% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #4 holding.
  • S.E.E.D. Planning Group first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.