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Scott Capital Advisors’s Microsoft MSFT Stock Holding History

Scott Capital 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 		$7.04M Sell
13,280
-379
-3% -$175K 1.01% 21
2026
Q2 		$5.1M Buy
13,659
+117
+0.9% +$47.3K 0.8% 21
2026
Q1 		$5.02M Buy
13,542
+219
+2% +$91.6K 1.02% 18
2025
Q4 		$6.44M Buy
13,323
+103
+0.8% +$51.6K 1.43% 15
2025
Q3 		$6.94M Sell
13,220
-16
-0.1% -$8.16K 1.57% 15
2025
Q2 		$6.66M Sell
13,236
-1,614
-11% -$701K 1.81% 13
2025
Q1 		$5.57M Sell
14,850
-417
-3% -$170K 1.66% 13
2024
Q4 		$6.37M Sell
15,267
-3,274
-18% -$1.39M 1.83% 13
2024
Q3 		$7.98M Sell
18,541
-26
-0.1% -$11.1K 2.26% 13
2024
Q2 		$8.53M Sell
18,567
-19
-0.1% -$8.02K 2.52% 12
2024
Q1 		$7.92M Sell
18,586
-457
-2% -$185K 2.41% 13
2023
Q4 		$7.16M Sell
19,043
-1,337
-7% -$476K 2.4% 14
2023
Q3 		$6.78M Buy
20,380
+159
+0.8% +$52.5K 2.7% 12
2023
Q2 		$6.89M Sell
20,221
-1,623
-7% -$509K 2.96% 10
2023
Q1 		$6.3M Sell
21,844
-648
-3% -$165K 3.04% 10
2022
Q4 		$5.39M Buy
22,492
+32
+0.1% +$7.68K 3.06% 9
2022
Q3 		$5.23M Buy
22,460
+7
+0% +$1.85K 3.57% 7
2022
Q2 		$5.77M Buy
22,453
+24
+0.1% +$6.51K 3.9% 7
2022
Q1 		$6.92M Sell
22,429
-130
-0.6% -$39.1K 4.07% 7
2021
Q4 		$7.59M Buy
+22,559
New +$7.31M 4.63% 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
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
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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Scott Capital Advisors's MSFT Position: Q3 2026 in Review

Scott Capital Advisors reduced its Microsoft (MSFT) stake by 2.8% in Q3 2026, selling an estimated $175K and leaving 13,280 shares worth $7.04M. The position accounts for 1.01% of the portfolio, ranked #21.

Scott Capital Advisors first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $8.53M in Q2 2024. 1,114 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Scott Capital Advisors held 13,280 shares of Microsoft worth $7.04M as of Q3 2026.
  • Scott Capital Advisors sold 379 Microsoft shares in Q3 2026, an estimated $175K.
  • Microsoft made up 1.01% of Scott Capital Advisors's portfolio in Q3 2026, its #21 holding.
  • Scott Capital Advisors first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Scott Capital Advisors's Microsoft position peaked at $8.53M in Q2 2024.
  • 1,114 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Scott Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.