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Sound Stewardship’s Microsoft MSFT Stock Holding History

Sound Stewardship’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 		$1.17M Sell
2,287
-137
-6% -$63.4K 0.48% 33
2026
Q2 		$904K Buy
2,424
+445
+22% +$180K 0.37% 35
2026
Q1 		$732K Hold
1,979
– – 0.34% 38
2025
Q4 		$957K Sell
1,979
-381
-16% -$191K 0.46% 30
2025
Q3 		$1.22M Sell
2,360
-33
-1% -$16.8K 0.59% 28
2025
Q2 		$1.19M Hold
2,393
– – 0.61% 26
2025
Q1 		$898K Sell
2,393
-182
-7% -$74.2K 0.51% 32
2024
Q4 		$1.09M Buy
2,575
+390
+18% +$166K 0.64% 30
2024
Q3 		$940K Sell
2,185
-75
-3% -$32.1K 0.53% 31
2024
Q2 		$1.01M Sell
2,260
-97
-4% -$41K 0.61% 31
2024
Q1 		$992K Hold
2,357
– – 0.6% 31
2023
Q4 		$886K Hold
2,357
– – 0.59% 34
2023
Q3 		$744K Sell
2,357
-69
-3% -$22.8K 0.5% 36
2023
Q2 		$826K Sell
2,426
-100
-4% -$31.3K 0.54% 35
2023
Q1 		$728K Sell
2,526
-107
-4% -$27.3K 0.49% 36
2022
Q4 		$631K Buy
+2,633
New +$632K 0.47% 40

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Sound Stewardship's MSFT Position: Q3 2026 in Review

Sound Stewardship reduced its Microsoft (MSFT) stake by 5.7% in Q3 2026, selling an estimated $63.4K and leaving 2,287 shares worth $1.17M. The position accounts for 0.48% of the portfolio, ranked #33.

Sound Stewardship first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.22M in Q3 2025. 771 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Sound Stewardship held 2,287 shares of Microsoft worth $1.17M as of Q3 2026.
  • Sound Stewardship sold 137 Microsoft shares in Q3 2026, an estimated $63.4K.
  • Microsoft made up 0.48% of Sound Stewardship's portfolio in Q3 2026, its #33 holding.
  • Sound Stewardship first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • Sound Stewardship's Microsoft position peaked at $1.22M in Q3 2025.
  • 771 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.