Stewardship Advisors
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Stewardship Advisors’s Microsoft MSFT Stock Holding History

Stewardship 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 		$1.66M Sell
3,228
-258
-7% -$119K 0.34% 41
2026
Q2 		$1.3M Buy
3,486
+240
+7% +$97.1K 0.27% 50
2026
Q1 		$1.2M Buy
3,246
+219
+7% +$91.6K 0.28% 50
2025
Q4 		$1.46M Buy
3,027
+493
+19% +$247K 0.34% 43
2025
Q3 		$1.31M Buy
2,534
+80
+3% +$40.8K 0.31% 46
2025
Q2 		$1.22M Sell
2,454
-262
-10% -$114K 0.31% 44
2025
Q1 		$1.02M Buy
2,716
+281
+12% +$115K 0.28% 43
2024
Q4 		$1.03M Buy
2,435
+434
+22% +$185K 0.28% 47
2024
Q3 		$861K Buy
2,001
+1,197
+149% +$512K 0.24% 52
2024
Q2 		$359K Buy
804
+11
+1% +$4.65K 0.12% 55
2024
Q1 		$334K Buy
793
+174
+28% +$70.4K 0.11% 54
2023
Q4 		$233K Sell
619
-64
-9% -$22.8K 0.08% 41
2023
Q3 		$216K Buy
+683
New +$226K 0.08% 42

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

Stewardship Advisors's MSFT Position: Q3 2026 in Review

Stewardship Advisors reduced its Microsoft (MSFT) stake by 7.4% in Q3 2026, selling an estimated $119K and leaving 3,228 shares worth $1.66M. The position accounts for 0.34% of the portfolio, ranked #41.

Stewardship Advisors first reported a position in MSFT in Q3 2023 and has held it in 13 quarters since. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Stewardship Advisors held 3,228 shares of Microsoft worth $1.66M as of Q3 2026.
  • Stewardship Advisors sold 258 Microsoft shares in Q3 2026, an estimated $119K.
  • Microsoft made up 0.34% of Stewardship Advisors's portfolio in Q3 2026, its #41 holding.
  • Stewardship Advisors first reported a position in Microsoft in Q3 2023 and has held it in 13 quarters since.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.