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

Sendero 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 		$15.5M Sell
30,156
-5,523
-15% -$2.55M 1.54% 9
2026
Q2 		$13.3M Sell
35,679
-19,885
-36% -$8.05M 1.33% 10
2026
Q1 		$20.6M Sell
55,564
-523
-0.9% -$219K 2.28% 8
2025
Q4 		$27.1M Sell
56,087
-298
-0.5% -$149K 3.01% 7
2025
Q3 		$29.2M Buy
56,385
+8,062
+17% +$4.11M 3.42% 6
2025
Q2 		$24M Buy
48,323
+24
+0% +$10.4K 3% 6
2025
Q1 		$18.1M Buy
48,299
+4,552
+10% +$1.86M 2.52% 9
2024
Q4 		$18.4M Buy
43,747
+2,090
+5% +$890K 2.75% 8
2024
Q3 		$17.9M Buy
41,657
+527
+1% +$225K 2.83% 5
2024
Q2 		$18.4M Sell
41,130
-1,078
-3% -$455K 3.09% 5
2024
Q1 		$17.8M Sell
42,208
-2,989
-7% -$1.21M 3.05% 5
2023
Q4 		$17M Buy
45,197
+1,016
+2% +$362K 3.2% 6
2023
Q3 		$14M Buy
44,181
+1,607
+4% +$531K 2.99% 6
2023
Q2 		$14.5M Buy
42,574
+3,771
+10% +$1.18M 3.17% 5
2023
Q1 		$11.2M Buy
38,803
+2,271
+6% +$579K 3.43% 3
2022
Q4 		$8.76M Buy
36,532
+3,689
+11% +$885K 3.12% 4
2022
Q3 		$7.65M Buy
32,843
+3,490
+12% +$922K 3.18% 5
2022
Q2 		$7.54M Buy
29,353
+2,586
+10% +$702K 7.23% 2
2022
Q1 		$8.25M Sell
26,767
-1,281
-5% -$385K 3.81% 4
2021
Q4 		$9.43M Buy
+28,048
New +$9.09M 4.19% 3

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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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

Sendero Wealth Management reduced its Microsoft (MSFT) stake by 15% in Q3 2026, selling an estimated $2.55M and leaving 30,156 shares worth $15.5M. The position accounts for 1.54% of the portfolio, ranked #9.

Sendero Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $29.2M in Q3 2025. 1,400 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Sendero Wealth Management held 30,156 shares of Microsoft worth $15.5M as of Q3 2026.
  • Sendero Wealth Management sold 5,523 Microsoft shares in Q3 2026, an estimated $2.55M.
  • Microsoft made up 1.54% of Sendero Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Sendero Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Sendero Wealth Management's Microsoft position peaked at $29.2M in Q3 2025.
  • 1,400 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.