Sax Wealth Advisors
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Sax Wealth Advisors’s Microsoft MSFT Stock Holding History

Sax 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 		$45.8M Buy
89,298
+47,178
+112% +$21.8M 1.31% 16
2026
Q2 		$15.6M Buy
42,120
+5,651
+15% +$2.29M 0.63% 30
2026
Q1 		$17.6M Sell
36,469
-1,568
-4% -$656K 0.85% 24
2025
Q4 		$18.4M Buy
38,037
+3,618
+11% +$1.81M 0.87% 25
2025
Q3 		$17.8M Buy
34,419
+1,649
+5% +$841K 0.96% 22
2025
Q2 		$16.3M Buy
32,770
+4,625
+16% +$2.01M 0.98% 21
2025
Q1 		$10.6M Sell
28,145
-610
-2% -$249K 0.76% 24
2024
Q4 		$12.1M Buy
28,755
+1,990
+7% +$848K 0.95% 21
2024
Q3 		$11.5M Buy
26,765
+2,452
+10% +$1.05M 1.03% 20
2024
Q2 		$10.9M Buy
24,313
+5,357
+28% +$2.26M 1.04% 22
2024
Q1 		$7.98M Buy
18,956
+272
+1% +$110K 0.93% 21
2023
Q4 		$7.03M Buy
18,684
+485
+3% +$173K 1.15% 24
2023
Q3 		$5.75M Buy
18,199
+2,929
+19% +$968K 1.13% 24
2023
Q2 		$5.2M Sell
15,270
-1,029
-6% -$322K 1.04% 24
2023
Q1 		$4.7M Sell
16,299
-1,794
-10% -$458K 1.02% 25
2022
Q4 		$4.34M Buy
18,093
+1,818
+11% +$436K 1% 23
2022
Q3 		$3.79M Sell
16,275
-1,666
-9% -$440K 0.98% 23
2022
Q2 		$4.61M Buy
17,941
+521
+3% +$141K 1.17% 21
2022
Q1 		$5.37M Buy
17,420
+326
+2% +$98.1K 1.3% 19
2021
Q4 		$5.75M Buy
17,094
+1,183
+7% +$384K 1.2% 19
2021
Q3 		$4.49M Buy
15,911
+333
+2% +$96.9K 1.06% 23
2021
Q2 		$4.22M Sell
15,578
-584
-4% -$148K 1.45% 19
2021
Q1 		$3.81M Buy
16,162
+1,792
+12% +$416K 1.39% 20
2020
Q4 		$3.2M Buy
+14,370
New +$3.09M 1.47% 18

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

Sax Wealth Advisors's MSFT Position: Q3 2026 in Review

Sax Wealth Advisors increased its Microsoft (MSFT) stake by 112% in Q3 2026, buying an estimated $21.8M and bringing the position to 89,298 shares worth $45.8M. The position accounts for 1.31% of the portfolio, ranked #16.

Sax Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Sax Wealth Advisors held 89,298 shares of Microsoft worth $45.8M as of Q3 2026.
  • Sax Wealth Advisors bought 47,178 Microsoft shares in Q3 2026, an estimated $21.8M.
  • Microsoft made up 1.31% of Sax Wealth Advisors's portfolio in Q3 2026, its #16 holding.
  • Sax Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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