Seros Financial’s Microsoft MSFT Stock Holding History

Seros Financial’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	$1.07M	Buy	2,078 +112	+6%	+$51.8K	0.54%	24
2026 Q2	$733K	Buy	1,966 +121	+7%	+$49K	0.38%	31
2026 Q1	$683K	Sell	1,845 -896	-33%	-$375K	0.43%	28
2025 Q4	$1.33M	Buy	2,741 +110	+4%	+$55.1K	0.78%	21
2025 Q3	$1.36M	Sell	2,631 -129	-5%	-$65.8K	0.82%	19
2025 Q2	$1.37M	Sell	2,760 -6	-0.2%	-$2.61K	0.87%	19
2025 Q1	$1.04M	Sell	2,766 -23	-0.8%	-$9.38K	0.78%	21
2024 Q4	$1.25M	Buy	+2,789	New	+$1.19M	1.12%	19

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Seros Financial's MSFT Position: Q3 2026 in Review

Seros Financial increased its Microsoft (MSFT) stake by 5.7% in Q3 2026, buying an estimated $51.8K and bringing the position to 2,078 shares worth $1.07M. The position accounts for 0.54% of the portfolio, ranked #24.

Seros Financial first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q2 2025. 2,283 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Seros Financial held 2,078 shares of Microsoft worth $1.07M as of Q3 2026.
Seros Financial bought 112 Microsoft shares in Q3 2026, an estimated $51.8K.
Microsoft made up 0.54% of Seros Financial's portfolio in Q3 2026, its #24 holding.
Seros Financial first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
Seros Financial's Microsoft position peaked at $1.37M in Q2 2025.
2,283 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Seros Financial's 13F filing for Q3 2026, filed 21 Oct 2026.