StackStone Wealth’s Microsoft MSFT Stock Holding History

StackStone Wealth’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	$45.9M	Buy	+89,501	New	+$41.4M	4.52%	1

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

StackStone Wealth's MSFT Position: Q3 2026 in Review

StackStone Wealth opened a new position in Microsoft (MSFT) in Q3 2026: 89,501 shares worth $45.9M. The stake represents 4.52% of the portfolio and ranks #1 among its holdings.

2,762 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

StackStone Wealth held 89,501 shares of Microsoft worth $45.9M as of Q3 2026.
Microsoft was a new StackStone Wealth position in Q3 2026.
Microsoft made up 4.52% of StackStone Wealth's portfolio in Q3 2026, its #1 holding.
2,762 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.