SSA Swiss Advisors’s Microsoft MSFT Stock Holding History

SSA Swiss 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	$1.2M	Sell	2,342 -11,119	-83%	-$5.14M	0.78%	31
2026 Q2	$5.02M	Buy	13,461 +4,733	+54%	+$1.91M	1.88%	17
2026 Q1	$3.23M	Hold	8,728	–	–	1.5%	26
2025 Q4	$4.22M	Sell	8,728 -170	-2%	-$85.2K	1.97%	15
2025 Q3	$4.6M	Hold	8,898	–	–	2.14%	14
2025 Q2	$4.49M	Buy	8,898 +1,480	+20%	+$643K	2.16%	12
2025 Q1	$2.78M	Buy	+7,418	New	+$3.02M	1.42%	33

Other funds holding MSFT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

SSA Swiss Advisors's MSFT Position: Q3 2026 in Review

SSA Swiss Advisors reduced its Microsoft (MSFT) stake by 83% in Q3 2026, selling an estimated $5.14M and leaving 2,342 shares worth $1.2M. The position accounts for 0.78% of the portfolio, ranked #31.

SSA Swiss Advisors first reported a position in MSFT in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.02M in Q2 2026. 4,980 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

SSA Swiss Advisors held 2,342 shares of Microsoft worth $1.2M as of Q3 2026.
SSA Swiss Advisors sold 11,119 Microsoft shares in Q3 2026, an estimated $5.14M.
Microsoft made up 0.78% of SSA Swiss Advisors's portfolio in Q3 2026, its #31 holding.
SSA Swiss Advisors first reported a position in Microsoft in Q1 2025 and has held it in 7 quarters since.
SSA Swiss Advisors's Microsoft position peaked at $5.02M in Q2 2026.
4,980 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on SSA Swiss Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.