Sincerus Advisory
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Sincerus Advisory’s Microsoft MSFT Stock Holding History

Sincerus Advisory’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 		$574K Buy
1,120
+202
+22% +$93.4K 0.37% 52
2026
Q2 		$342K Buy
918
+31
+3% +$12.5K 0.23% 60
2026
Q1 		$329K Buy
887
+61
+7% +$25.5K 0.25% 59
2025
Q4 		$400K Buy
826
+32
+4% +$16K 0.32% 51
2025
Q3 		$411K Buy
794
+29
+4% +$14.8K 0.35% 48
2025
Q2 		$393K Buy
765
+25
+3% +$10.9K 0.37% 47
2025
Q1 		$278K Sell
740
-35
-5% -$14.3K 0.29% 53
2024
Q4 		$327K Buy
+775
New +$330K 0.35% 50

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

Sincerus Advisory's MSFT Position: Q3 2026 in Review

Sincerus Advisory increased its Microsoft (MSFT) stake by 22% in Q3 2026, buying an estimated $93.4K and bringing the position to 1,120 shares worth $574K. The position accounts for 0.37% of the portfolio, ranked #52.

Sincerus Advisory first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Sincerus Advisory held 1,120 shares of Microsoft worth $574K as of Q3 2026.
  • Sincerus Advisory bought 202 Microsoft shares in Q3 2026, an estimated $93.4K.
  • Microsoft made up 0.37% of Sincerus Advisory's portfolio in Q3 2026, its #52 holding.
  • Sincerus Advisory first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.