Seed Wealth Management’s Microsoft MSFT Stock Holding History

Seed 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	$1.4M	Sell	2,737 -90	-3%	-$41.6K	0.88%	23
2026 Q2	$1.05M	Sell	2,827 -610	-18%	-$247K	0.67%	33
2026 Q1	$1.27M	Hold	3,437	–	–	0.88%	23
2025 Q4	$1.66M	Sell	3,437 -802	-19%	-$402K	1.15%	19
2025 Q3	$2.2M	Sell	4,239 -2,164	-34%	-$1.1M	1.52%	15
2025 Q2	$3.18M	Buy	6,403 +261	+4%	+$113K	2.37%	8
2025 Q1	$2.31M	Sell	6,142 -20	-0.3%	-$8.15K	1.88%	10
2024 Q4	$2.6M	Hold	6,162	–	–	2.1%	10
2024 Q3	$2.65M	Hold	6,162	–	–	2.12%	11
2024 Q2	$2.75M	Buy	6,162 +80	+1%	+$33.8K	2.4%	9
2024 Q1	$2.58M	Sell	6,082 -80	-1%	-$32.4K	2.47%	8
2023 Q4	$2.29M	Hold	6,162	–	–	2.31%	11
2023 Q3	$1.95M	Hold	6,162	–	–	2.19%	11
2023 Q2	$2.1M	Hold	6,162	–	–	2.23%	11
2023 Q1	$1.78M	Hold	6,162	–	–	2.01%	10
2022 Q4	$1.48M	Buy	+6,162	New	+$1.48M	1.69%	15

Other funds holding MSFT

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Seed Wealth Management reduced its Microsoft (MSFT) stake by 3.2% in Q3 2026, selling an estimated $41.6K and leaving 2,737 shares worth $1.4M. The position accounts for 0.88% of the portfolio, ranked #23.

Seed Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.18M in Q2 2025. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Seed Wealth Management held 2,737 shares of Microsoft worth $1.4M as of Q3 2026.
Seed Wealth Management sold 90 Microsoft shares in Q3 2026, an estimated $41.6K.
Microsoft made up 0.88% of Seed Wealth Management's portfolio in Q3 2026, its #23 holding.
Seed Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
Seed Wealth Management's Microsoft position peaked at $3.18M in Q2 2025.
4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Seed Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.