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

SFG 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 		$1.67M Sell
3,264
-43
-1% -$19.9K 0.6% 30
2026
Q2 		$1.23M Sell
3,307
-71
-2% -$28.7K 0.44% 37
2026
Q1 		$1.25M Sell
3,378
-844
-20% -$353K 0.51% 34
2025
Q4 		$2.04M Sell
4,222
-40
-0.9% -$20K 0.8% 26
2025
Q3 		$2.21M Sell
4,262
-547
-11% -$279K 0.96% 18
2025
Q2 		$2.39M Buy
4,809
+151
+3% +$65.6K 1.45% 13
2025
Q1 		$1.75M Sell
4,658
-2,437
-34% -$994K 0.85% 24
2024
Q4 		$2.99M Buy
7,095
+48
+0.7% +$20.4K 1.57% 13
2024
Q3 		$3.03M Sell
7,047
-98
-1% -$41.9K 1.61% 13
2024
Q2 		$3.19M Sell
7,145
-80
-1% -$33.8K 1.82% 11
2024
Q1 		$3.04M Buy
7,225
+20
+0.3% +$8.1K 1.8% 12
2023
Q4 		$2.71M Buy
7,205
+1
+0% +$356 1.8% 11
2023
Q3 		$2.27M Sell
7,204
-9
-0.1% -$2.97K 1.81% 10
2023
Q2 		$2.46M Buy
7,213
+3,348
+87% +$1.05M 2.06% 9
2023
Q1 		$1.11M Buy
3,865
+46
+1% +$11.7K 1.23% 16
2022
Q4 		$916K Sell
3,819
-403
-10% -$96.7K 1.13% 19
2022
Q3 		$983K Sell
4,222
-73
-2% -$19.3K 1.33% 24
2022
Q2 		$1.1M Buy
4,295
+12
+0.3% +$3.26K 1.29% 25
2022
Q1 		$1.32M Sell
4,283
-279
-6% -$83.9K 1.24% 26
2021
Q4 		$1.53M Buy
+4,562
New +$1.48M 1.36% 24

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
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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

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

SFG Wealth Management reduced its Microsoft (MSFT) stake by 1.3% in Q3 2026, selling an estimated $19.9K and leaving 3,264 shares worth $1.67M. The position accounts for 0.6% of the portfolio, ranked #30.

SFG Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.19M in Q2 2024. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • SFG Wealth Management held 3,264 shares of Microsoft worth $1.67M as of Q3 2026.
  • SFG Wealth Management sold 43 Microsoft shares in Q3 2026, an estimated $19.9K.
  • Microsoft made up 0.6% of SFG Wealth Management's portfolio in Q3 2026, its #30 holding.
  • SFG Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • SFG Wealth Management's Microsoft position peaked at $3.19M in Q2 2024.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on SFG Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.