Seamount Financial Group
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Seamount Financial Group’s Microsoft MSFT Stock Holding History

Seamount Financial 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 		$5.19M Sell
10,113
-88
-0.9% -$40.7K 2.04% 12
2026
Q2 		$3.81M Sell
10,201
-80
-0.8% -$32.4K 1.53% 20
2026
Q1 		$3.81M Buy
10,281
+1,176
+13% +$492K 1.72% 15
2025
Q4 		$4.4M Sell
9,105
-135
-1% -$67.7K 2% 11
2025
Q3 		$4.79M Buy
9,240
+321
+4% +$164K 2.26% 10
2025
Q2 		$4.44M Buy
8,919
+2,799
+46% +$1.22M 2.28% 9
2025
Q1 		$2.3M Buy
6,120
+355
+6% +$145K 1.56% 20
2024
Q4 		$2.43M Buy
5,765
+155
+3% +$66K 1.68% 17
2024
Q3 		$2.41M Sell
5,610
-424
-7% -$181K 1.82% 18
2024
Q2 		$2.7M Buy
6,034
+844
+16% +$356K 2.2% 11
2024
Q1 		$2.18M Buy
5,190
+222
+4% +$89.9K 1.91% 17
2023
Q4 		$1.87M Buy
+4,968
New +$1.77M 1.79% 19

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

Seamount Financial Group's MSFT Position: Q3 2026 in Review

Seamount Financial Group reduced its Microsoft (MSFT) stake by 0.86% in Q3 2026, selling an estimated $40.7K and leaving 10,113 shares worth $5.19M. The position accounts for 2.04% of the portfolio, ranked #12.

Seamount Financial Group first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 2,283 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Seamount Financial Group held 10,113 shares of Microsoft worth $5.19M as of Q3 2026.
  • Seamount Financial Group sold 88 Microsoft shares in Q3 2026, an estimated $40.7K.
  • Microsoft made up 2.04% of Seamount Financial Group's portfolio in Q3 2026, its #12 holding.
  • Seamount Financial Group first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 2,283 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.