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Semus Wealth Partners’s Microsoft MSFT Stock Holding History

Semus Wealth Partners’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 		$8.23M Sell
16,039
-627
-4% -$290K 3.75% 5
2026
Q2 		$6.22M Sell
16,666
-258
-2% -$104K 3% 6
2026
Q1 		$6.26M Buy
16,924
+4,242
+33% +$1.78M 3.5% 4
2025
Q4 		$6.13M Buy
12,682
+275
+2% +$138K 3.3% 4
2025
Q3 		$6.43M Sell
12,407
-138
-1% -$70.4K 3.64% 3
2025
Q2 		$6.24M Buy
12,545
+153
+1% +$66.4K 4.05% 3
2025
Q1 		$4.65M Buy
12,392
+317
+3% +$129K 3.24% 4
2024
Q4 		$5.09M Buy
12,075
+895
+8% +$381K 3.37% 5
2024
Q3 		$4.81M Buy
11,180
+468
+4% +$200K 3.37% 4
2024
Q2 		$4.79M Buy
10,712
+100
+0.9% +$42.2K 3.7% 3
2024
Q1 		$4.46M Sell
10,612
-377
-3% -$153K 3.76% 4
2023
Q4 		$4.13M Buy
10,989
+121
+1% +$43.1K 3.39% 3
2023
Q3 		$3.43M Buy
10,868
+1,264
+13% +$418K 3.2% 5
2023
Q2 		$3.27M Buy
9,604
+335
+4% +$105K 3% 6
2023
Q1 		$2.67M Sell
9,269
-319
-3% -$81.4K 2.87% 6
2022
Q4 		$2.3M Buy
+9,588
New +$2.3M 2.79% 5

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

Semus Wealth Partners's MSFT Position: Q3 2026 in Review

Semus Wealth Partners reduced its Microsoft (MSFT) stake by 3.8% in Q3 2026, selling an estimated $290K and leaving 16,039 shares worth $8.23M. The position accounts for 3.75% of the portfolio, ranked #5.

Semus Wealth Partners first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Semus Wealth Partners held 16,039 shares of Microsoft worth $8.23M as of Q3 2026.
  • Semus Wealth Partners sold 627 Microsoft shares in Q3 2026, an estimated $290K.
  • Microsoft made up 3.75% of Semus Wealth Partners's portfolio in Q3 2026, its #5 holding.
  • Semus Wealth Partners first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Semus Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.