Selective Wealth Management
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Selective Wealth Management’s Microsoft MSFT Stock Holding History

Selective 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 		$3.59M Buy
6,659
+1,454
+28% +$672K 0.84% 20
2026
Q2 		$2.05M Buy
5,205
+168
+3% +$68K 0.54% 25
2026
Q1 		$2.14M Buy
5,037
+189
+4% +$79.1K 0.63% 23
2025
Q4 		$2.21M Buy
4,848
+350
+8% +$175K 0.69% 22
2025
Q3 		$2.36M Sell
4,498
-96
-2% -$49K 0.76% 21
2025
Q2 		$2.31M Sell
4,594
-41
-0.9% -$17.8K 0.84% 17
2025
Q1 		$1.8M Buy
4,635
+88
+2% +$35.9K 0.78% 20
2024
Q4 		$1.89M Buy
4,547
+177
+4% +$75.4K 0.77% 20
2024
Q3 		$1.81M Buy
4,370
+401
+10% +$171K 0.75% 21
2024
Q2 		$1.82M Sell
3,969
-102
-3% -$43.1K 0.8% 21
2024
Q1 		$1.72M Buy
4,071
+17
+0.4% +$6.88K 0.75% 23
2023
Q4 		$1.49M Sell
4,054
-34
-0.8% -$12.1K 0.75% 24
2023
Q3 		$1.3M Sell
4,088
-642
-14% -$212K 0.72% 23
2023
Q2 		$1.57M Buy
+4,730
New +$1.48M 0.78% 24
2022
Q4 		$1.06M Sell
4,424
-19
-0.4% -$4.56K 0.56% 30
2022
Q3 		$1.04M Sell
4,443
-1,422
-24% -$375K 0.44% 35
2022
Q2 		$1.51M Buy
5,865
+359
+7% +$97.4K 0.54% 34
2022
Q1 		$1.7M Sell
5,506
-1,146
-17% -$345K 0.62% 26
2021
Q4 		$2.24M Buy
6,652
+35
+0.5% +$11.3K 0.91% 22
2021
Q3 		$1.86M Buy
6,617
+2,010
+44% +$585K 0.99% 20
2021
Q2 		$1.25M Buy
4,607
+2,663
+137% +$677K 0.99% 20
2021
Q1 		$458K Buy
1,944
+1,500
+338% +$348K 0.42% 32
2020
Q4 		$99K Buy
444
+323
+267% +$69.5K 0.06% 80
2020
Q3 		$25K Sell
121
-115
-49% -$24.2K 0.02% 134
2020
Q2 		$48K Buy
236
+50
+27% +$9.08K 0.04% 108
2020
Q1 		$29K Hold
186
– – 0.05% 86
2019
Q4 		$29K Sell
186
-71
-28% -$10.4K 0.04% 96
2019
Q3 		$36K Buy
+257
New +$35.3K 0.05% 90

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Selective Wealth Management increased its Microsoft (MSFT) stake by 28% in Q3 2026, buying an estimated $672K and bringing the position to 6,659 shares worth $3.59M. The position accounts for 0.84% of the portfolio, ranked #20.

Selective Wealth Management first reported a position in MSFT in Q3 2019 and has held it in 28 quarters since. 2,762 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Selective Wealth Management held 6,659 shares of Microsoft worth $3.59M as of Q3 2026.
  • Selective Wealth Management bought 1,454 Microsoft shares in Q3 2026, an estimated $672K.
  • Microsoft made up 0.84% of Selective Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Selective Wealth Management first reported a position in Microsoft in Q3 2019 and has held it in 28 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.