Smartleaf Asset Management
MSFT icon

Smartleaf Asset Management’s Microsoft MSFT Stock Holding History

Smartleaf Asset 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 		$62.1M Buy
122,086
+7,295
+6% +$3.37M 1.78% 9
2026
Q2 		$42.3M Hold
114,791
– – 1.38% 12
2026
Q1 		$41.2M Buy
114,791
+23
+0% +$9.6K 1.49% 11
2025
Q4 		$55.9M Buy
114,768
+17,131
+18% +$8.58M 2.12% 7
2025
Q3 		$50.2M Buy
97,637
+27,421
+39% +$14M 3.11% 2
2025
Q2 		$34.8M Sell
70,216
-8,597
-11% -$3.73M 3.07% 2
2025
Q1 		$29.9M Buy
78,813
+1,203
+2% +$490K 2.88% 2
2024
Q4 		$33M Buy
77,610
+14,426
+23% +$6.14M 3.36% 2
2024
Q3 		$27M Buy
63,184
+18,608
+42% +$7.95M 3.28% 2
2024
Q2 		$20.2M Buy
44,576
+9,196
+26% +$3.88M 3.31% 3
2024
Q1 		$14.9M Buy
35,380
+10,932
+45% +$4.43M 2.88% 2
2023
Q4 		$9.08M Buy
+24,448
New +$8.7M 2.43% 3

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Smartleaf Asset Management's MSFT Position: Q3 2026 in Review

Smartleaf Asset Management increased its Microsoft (MSFT) stake by 6.4% in Q3 2026, buying an estimated $3.37M and bringing the position to 122,086 shares worth $62.1M. The position accounts for 1.78% of the portfolio, ranked #9.

Smartleaf Asset Management first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Smartleaf Asset Management held 122,086 shares of Microsoft worth $62.1M as of Q3 2026.
  • Smartleaf Asset Management bought 7,295 Microsoft shares in Q3 2026, an estimated $3.37M.
  • Microsoft made up 1.78% of Smartleaf Asset Management's portfolio in Q3 2026, its #9 holding.
  • Smartleaf Asset Management first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.