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Sculati Wealth Management’s Microsoft MSFT Stock Holding History

Sculati Wealth Management’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 		$9.8M Sell
18,059
-132
-0.7% -$61K 3.19% 6
2026
Q2 		$7.16M Sell
18,191
-154
-0.8% -$62.3K 2.39% 12
2026
Q1 		$6.79M Sell
18,345
-71
-0.4% -$29.7K 2.51% 8
2025
Q4 		$8.91M Sell
18,416
-252
-1% -$126K 3.14% 6
2025
Q3 		$9.7M Sell
18,668
-92
-0.5% -$46.9K 3.41% 4
2025
Q2 		$9.33M Sell
18,760
-294
-2% -$128K 3.51% 4
2025
Q1 		$7.15M Sell
19,054
-445
-2% -$181K 2.89% 8
2024
Q4 		$8.22M Sell
19,499
-443
-2% -$189K 3.25% 6
2024
Q3 		$8.58M Sell
19,942
-747
-4% -$319K 3.42% 6
2024
Q2 		$9.25M Sell
20,689
-910
-4% -$384K 3.95% 5
2024
Q1 		$9.09M Sell
21,599
-105
-0.5% -$42.5K 3.92% 5
2023
Q4 		$8.16M Buy
21,704
+145
+0.7% +$51.6K 3.8% 5
2023
Q3 		$6.81M Buy
21,559
+267
+1% +$88.2K 3.48% 5
2023
Q2 		$7.25M Sell
21,292
-192
-0.9% -$60.2K 3.65% 5
2023
Q1 		$6.19M Buy
21,484
+63
+0.3% +$16.1K 3.29% 5
2022
Q4 		$5.14M Sell
21,421
-709
-3% -$170K 2.89% 5
2022
Q3 		$5.15M Buy
22,130
+946
+4% +$250K 3.04% 5
2022
Q2 		$5.44M Buy
21,184
+133
+0.6% +$36.1K 3.11% 5
2022
Q1 		$6.49M Buy
21,051
+100
+0.5% +$30.1K 3.17% 5
2021
Q4 		$7.05M Sell
20,951
-41
-0.2% -$13.3K 3.41% 4
2021
Q3 		$5.92M Sell
20,992
-202
-1% -$58.8K 3.14% 5
2021
Q2 		$5.74M Sell
21,194
-76
-0.4% -$19.3K 3.04% 7
2021
Q1 		$5.02M Sell
21,270
-1,669
-7% -$387K 2.89% 8
2020
Q4 		$5.1M Sell
22,939
-132
-0.6% -$28.4K 3.35% 7
2020
Q3 		$4.85M Buy
23,071
+423
+2% +$88.8K 3.63% 5
2020
Q2 		$4.61M Buy
22,648
+1,420
+7% +$258K 3.89% 3
2020
Q1 		$3.35M Buy
21,228
+2,286
+12% +$376K 3.68% 5
2019
Q4 		$2.99M Buy
+18,942
New +$2.78M 2.68% 6

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Sculati Wealth Management's MSFT Position: Q3 2026 in Review

Sculati Wealth Management reduced its Microsoft (MSFT) stake by 0.73% in Q3 2026, selling an estimated $61K and leaving 18,059 shares worth $9.8M. The position accounts for 3.19% of the portfolio, ranked #6.

Sculati Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. 1,601 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Sculati Wealth Management held 18,059 shares of Microsoft worth $9.8M as of Q3 2026.
  • Sculati Wealth Management sold 132 Microsoft shares in Q3 2026, an estimated $61K.
  • Microsoft made up 3.19% of Sculati Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Sculati Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.