Scheeler Financial’s Microsoft MSFT Stock Holding History

Scheeler Financial’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	$3.83M	Buy	+7,458	New	+$3.45M	2.9%	7

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

Scheeler Financial's MSFT Position: Q3 2026 in Review

Scheeler Financial opened a new position in Microsoft (MSFT) in Q3 2026: 7,458 shares worth $3.83M. The stake represents 2.9% of the portfolio and ranks #7 among its holdings.

2,762 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Scheeler Financial held 7,458 shares of Microsoft worth $3.83M as of Q3 2026.
Microsoft was a new Scheeler Financial position in Q3 2026.
Microsoft made up 2.9% of Scheeler Financial's portfolio in Q3 2026, its #7 holding.
2,762 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Scheeler Financial's 13F filing for Q3 2026, filed 13 Oct 2026.