Johnson Dunn Capital Advisors Inc’s Microsoft MSFT Stock Holding History

Johnson Dunn Capital Advisors Inc’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	$3.2M	Buy	+6,240	New	+$2.89M	2.28%	9

Other funds holding MSFT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Johnson Dunn Capital Advisors Inc's MSFT Position: Q3 2026 in Review

Johnson Dunn Capital Advisors Inc opened a new position in Microsoft (MSFT) in Q3 2026: 6,240 shares worth $3.2M. The stake represents 2.28% of the portfolio and ranks #9 among its holdings.

4,980 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Johnson Dunn Capital Advisors Inc held 6,240 shares of Microsoft worth $3.2M as of Q3 2026.
Microsoft was a new Johnson Dunn Capital Advisors Inc position in Q3 2026.
Microsoft made up 2.28% of Johnson Dunn Capital Advisors Inc's portfolio in Q3 2026, its #9 holding.
4,980 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Johnson Dunn Capital Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.