Stevens Capital Partners
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Stevens Capital Partners’s Microsoft MSFT Stock Holding History

Stevens Capital Partners’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 		$4.45M Buy
8,669
+1,817
+27% +$840K 0.77% 31
2026
Q2 		$2.56M Buy
6,852
+1,348
+24% +$545K 0.49% 47
2026
Q1 		$2.04M Buy
5,504
+120
+2% +$50.2K 0.49% 45
2025
Q4 		$2.6M Buy
5,384
+1,425
+36% +$714K 0.68% 30
2025
Q3 		$2.05M Buy
3,959
+443
+13% +$226K 0.61% 34
2025
Q2 		$1.85M Buy
3,516
+1,145
+48% +$497K 0.66% 29
2025
Q1 		$890K Sell
2,371
-1,197
-34% -$488K 0.42% 35
2024
Q4 		$1.5M Buy
3,568
+453
+15% +$193K 0.68% 26
2024
Q3 		$1.34M Buy
3,115
+268
+9% +$115K 0.64% 27
2024
Q2 		$1.27M Buy
2,847
+96
+3% +$40.5K 0.66% 27
2024
Q1 		$1.16M Buy
2,751
+1,075
+64% +$435K 0.69% 27
2023
Q4 		$630K Buy
1,676
+194
+13% +$69K 0.44% 32
2023
Q3 		$468K Sell
1,482
-34
-2% -$11.2K 0.38% 36
2023
Q2 		$516K Buy
1,516
+29
+2% +$9.09K 0.4% 34
2023
Q1 		$429K Buy
1,487
+239
+19% +$61K 0.36% 39
2022
Q4 		$299K Buy
+1,248
New +$300K 0.26% 47

Other funds holding MSFT

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
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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Stevens Capital Partners's MSFT Position: Q3 2026 in Review

Stevens Capital Partners increased its Microsoft (MSFT) stake by 27% in Q3 2026, buying an estimated $840K and bringing the position to 8,669 shares worth $4.45M. The position accounts for 0.77% of the portfolio, ranked #31.

Stevens Capital Partners first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. 3,980 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Stevens Capital Partners held 8,669 shares of Microsoft worth $4.45M as of Q3 2026.
  • Stevens Capital Partners bought 1,817 Microsoft shares in Q3 2026, an estimated $840K.
  • Microsoft made up 0.77% of Stevens Capital Partners's portfolio in Q3 2026, its #31 holding.
  • Stevens Capital Partners first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • 3,980 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Stevens Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.