Split Rock Private Trading & Wealth Management
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Split Rock Private Trading & Wealth Management’s Microsoft MSFT Stock Holding History

Split Rock Private Trading & 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 		$2.07M Sell
4,032
-113
-3% -$52.3K 1.39% 16
2026
Q2 		$1.55M Buy
4,145
+557
+16% +$225K 1.06% 18
2026
Q1 		$1.33M Buy
3,588
+385
+12% +$161K 1.03% 16
2025
Q4 		$1.55M Buy
+3,203
New +$1.61M 1.24% 12

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

Split Rock Private Trading & Wealth Management's MSFT Position: Q3 2026 in Review

Split Rock Private Trading & Wealth Management reduced its Microsoft (MSFT) stake by 2.7% in Q3 2026, selling an estimated $52.3K and leaving 4,032 shares worth $2.07M. The position accounts for 1.39% of the portfolio, ranked #16.

Split Rock Private Trading & Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Split Rock Private Trading & Wealth Management held 4,032 shares of Microsoft worth $2.07M as of Q3 2026.
  • Split Rock Private Trading & Wealth Management sold 113 Microsoft shares in Q3 2026, an estimated $52.3K.
  • Microsoft made up 1.39% of Split Rock Private Trading & Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.