Sensible Money
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Sensible Money’s Microsoft MSFT Stock Holding History

Sensible Money’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 		$1.35M Buy
2,632
+213
+9% +$98.5K 0.35% 23
2026
Q2 		$902K Sell
2,419
-133
-5% -$53.8K 0.24% 29
2026
Q1 		$945K Sell
2,552
-6
-0.2% -$2.51K 0.29% 24
2025
Q4 		$1.24M Sell
2,558
-51
-2% -$25.6K 0.4% 21
2025
Q3 		$1.35M Sell
2,609
-92
-3% -$46.9K 0.46% 18
2025
Q2 		$1.34M Hold
2,701
– – 0.51% 16
2025
Q1 		$1.01M Buy
2,701
+186
+7% +$75.8K 0.43% 21
2024
Q4 		$1.06M Sell
2,515
-10
-0.4% -$4.26K 0.46% 20
2024
Q3 		$1.09M Buy
2,525
+11
+0.4% +$4.7K 0.47% 21
2024
Q2 		$1.12M Sell
2,514
-40
-2% -$16.9K 0.55% 19
2024
Q1 		$1.07M Buy
2,554
+117
+5% +$47.4K 0.58% 17
2023
Q4 		$916K Sell
2,437
-70
-3% -$24.9K 0.55% 21
2023
Q3 		$792K Buy
2,507
+62
+3% +$20.5K 0.56% 21
2023
Q2 		$833K Sell
2,445
-125
-5% -$39.2K 0.61% 20
2023
Q1 		$741K Buy
2,570
+82
+3% +$20.9K 0.64% 23
2022
Q4 		$597K Buy
+2,488
New +$597K 0.64% 28

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
Ninety One (UK)
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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sensible Money's MSFT Position: Q3 2026 in Review

Sensible Money increased its Microsoft (MSFT) stake by 8.8% in Q3 2026, buying an estimated $98.5K and bringing the position to 2,632 shares worth $1.35M. The position accounts for 0.35% of the portfolio, ranked #23.

Sensible Money first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.35M in Q3 2025. 1,720 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Sensible Money held 2,632 shares of Microsoft worth $1.35M as of Q3 2026.
  • Sensible Money bought 213 Microsoft shares in Q3 2026, an estimated $98.5K.
  • Microsoft made up 0.35% of Sensible Money's portfolio in Q3 2026, its #23 holding.
  • Sensible Money first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • Sensible Money's Microsoft position peaked at $1.35M in Q3 2025.
  • 1,720 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.