Sterling Wealth Management
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Sterling Wealth Management’s Microsoft MSFT Stock Holding History

Sterling 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 		$2.41M Buy
4,692
+3
+0.1% +$1.39K 0.62% 28
2026
Q2 		$1.75M Buy
4,689
+60
+1% +$24.3K 0.43% 33
2026
Q1 		$1.71M Sell
4,629
-6
-0.1% -$2.51K 0.47% 31
2025
Q4 		$2.24M Buy
4,635
+87
+2% +$43.6K 0.64% 29
2025
Q3 		$2.36M Sell
4,548
-550
-11% -$281K 0.71% 27
2025
Q2 		$2.54M Buy
+5,098
New +$2.21M 0.86% 23
2024
Q4 		$2.44M Sell
5,779
-155
-3% -$66K 0.9% 24
2024
Q3 		$2.55M Buy
5,934
+2,175
+58% +$930K 0.95% 24
2024
Q2 		$1.68M Buy
3,759
+30
+0.8% +$12.7K 0.8% 23
2024
Q1 		$1.57M Hold
3,729
– – 0.78% 21
2023
Q4 		$1.4M Buy
+3,729
New +$1.33M 0.79% 21

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Sterling Wealth Management's MSFT Position: Q3 2026 in Review

Sterling Wealth Management increased its Microsoft (MSFT) stake by 0.06% in Q3 2026, buying an estimated $1.39K and bringing the position to 4,692 shares worth $2.41M. The position accounts for 0.62% of the portfolio, ranked #28.

Sterling Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.55M in Q3 2024. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Sterling Wealth Management held 4,692 shares of Microsoft worth $2.41M as of Q3 2026.
  • Sterling Wealth Management bought 3 Microsoft shares in Q3 2026, an estimated $1.39K.
  • Microsoft made up 0.62% of Sterling Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Sterling Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Sterling Wealth Management's Microsoft position peaked at $2.55M in Q3 2024.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Sterling Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.