Shore Point Advisors’s Microsoft MSFT Stock Holding History

Shore Point Advisors’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	$454K	Hold	885	–	–	0.14%	50
2026 Q2	$330K	Sell	885 -21	-2%	-$8.5K	0.11%	58
2026 Q1	$335K	Sell	906 -9	-1%	-$3.77K	0.13%	60
2025 Q4	$443K	Buy	915 +30	+3%	+$15K	0.19%	46
2025 Q3	$459K	Buy	885 +19	+2%	+$9.69K	0.2%	46
2025 Q2	$431K	Buy	866 +1	+0.1%	+$434	0.21%	46
2025 Q1	$325K	Hold	865	–	–	0.17%	53
2024 Q4	$365K	Hold	865	–	–	0.2%	47
2024 Q3	$372K	Hold	865	–	–	0.2%	46
2024 Q2	$387K	Buy	865 +370	+75%	+$156K	0.22%	44
2024 Q1	$208K	Buy	+495	New	+$200K	0.12%	57
2022 Q1	–	Sell	-119	Closed	-$40K	–	137
2021 Q4	$40K	Buy	+119	New	+$38.6K	0.03%	77

Other funds holding MSFT

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

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

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Shore Point Advisors's MSFT Position: Q3 2026 in Review

Shore Point Advisors held its Microsoft (MSFT) position steady in Q3 2026 at 885 shares worth $454K. The position accounts for 0.14% of the portfolio, ranked #50.

Shore Point Advisors first reported a position in MSFT in Q4 2021 and has held it in 12 quarters since. The position peaked at $459K in Q3 2025. 1,007 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Shore Point Advisors held 885 shares of Microsoft worth $454K as of Q3 2026.
Shore Point Advisors left its Microsoft share count unchanged in Q3 2026.
Microsoft made up 0.14% of Shore Point Advisors's portfolio in Q3 2026, its #50 holding.
Shore Point Advisors first reported a position in Microsoft in Q4 2021 and has held it in 12 quarters since.
Shore Point Advisors's Microsoft position peaked at $459K in Q3 2025.
1,007 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Shore Point Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.