Sard Wealth Management Group’s Microsoft MSFT Stock Holding History

Sard Wealth Management 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	$2.18M	Sell	4,248 -234	-5%	-$108K	0.87%	16
2026 Q2	$1.67M	Buy	4,482 +12	+0.3%	+$4.86K	0.8%	17
2026 Q1	$1.65M	Sell	4,470 -47	-1%	-$19.7K	0.9%	15
2025 Q4	$2.18M	Buy	4,517 +335	+8%	+$168K	1.2%	15
2025 Q3	$2.17M	Buy	4,182 +481	+13%	+$245K	1.24%	15
2025 Q2	$1.84M	Sell	3,701 -109	-3%	-$47.3K	1.13%	15
2025 Q1	$1.43M	Buy	3,810 +3	+0.1%	+$1.22K	0.96%	15
2024 Q4	$1.6M	Sell	3,807 -21	-0.5%	-$8.94K	1.08%	14
2024 Q3	$1.65M	Sell	3,828 -4	-0.1%	-$1.71K	1.09%	14
2024 Q2	$1.71M	Sell	3,832 -439	-10%	-$185K	1.2%	14
2024 Q1	$1.8M	Buy	4,271 +1,411	+49%	+$571K	1.62%	12
2023 Q4	$1.08M	Buy	+2,860	New	+$1.02M	1.09%	14

Other funds holding MSFT

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Sard Wealth Management Group's MSFT Position: Q3 2026 in Review

Sard Wealth Management Group reduced its Microsoft (MSFT) stake by 5.2% in Q3 2026, selling an estimated $108K and leaving 4,248 shares worth $2.18M. The position accounts for 0.87% of the portfolio, ranked #16.

Sard Wealth Management Group first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.18M in Q4 2025. 2,283 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Sard Wealth Management Group held 4,248 shares of Microsoft worth $2.18M as of Q3 2026.
Sard Wealth Management Group sold 234 Microsoft shares in Q3 2026, an estimated $108K.
Microsoft made up 0.87% of Sard Wealth Management Group's portfolio in Q3 2026, its #16 holding.
Sard Wealth Management Group first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
Sard Wealth Management Group's Microsoft position peaked at $2.18M in Q4 2025.
2,283 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Sard Wealth Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.