Stiles Financial Services
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Stiles Financial Services’s Microsoft MSFT Stock Holding History

Stiles Financial Services’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 		$10.7M Sell
20,934
-150
-0.7% -$69.4K 2.74% 6
2026
Q2 		$7.86M Buy
21,084
+1,836
+10% +$743K 1.98% 11
2026
Q1 		$7.13M Buy
19,248
+1,088
+6% +$455K 2.18% 9
2025
Q4 		$8.78M Buy
18,160
+272
+2% +$136K 2.7% 6
2025
Q3 		$9.27M Buy
17,888
+551
+3% +$281K 2.92% 3
2025
Q2 		$8.63M Buy
17,337
+871
+5% +$378K 2.98% 4
2025
Q1 		$6.18M Buy
16,466
+591
+4% +$241K 2.37% 6
2024
Q4 		$6.7M Buy
15,875
+374
+2% +$159K 2.42% 6
2024
Q3 		$6.67M Buy
15,501
+370
+2% +$158K 2.35% 7
2024
Q2 		$6.76M Buy
15,131
+180
+1% +$76K 2.6% 5
2024
Q1 		$6.29M Buy
14,951
+441
+3% +$179K 2.52% 5
2023
Q4 		$5.46M Buy
14,510
+1,057
+8% +$376K 2.48% 6
2023
Q3 		$4.25M Buy
13,453
+403
+3% +$133K 2.2% 7
2023
Q2 		$4.44M Sell
13,050
-274
-2% -$85.9K 2.21% 7
2023
Q1 		$3.84M Buy
13,324
+385
+3% +$98.2K 2.06% 7
2022
Q4 		$3.1M Sell
12,939
-265
-2% -$63.6K 1.77% 12
2022
Q3 		$3.08M Buy
13,204
+637
+5% +$168K 1.87% 8
2022
Q2 		$3.23M Sell
12,567
-145
-1% -$39.4K 1.94% 7
2022
Q1 		$3.92M Buy
12,712
+731
+6% +$220K 1.96% 8
2021
Q4 		$4.05M Buy
+11,981
New +$3.88M 1.95% 8

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Stiles Financial Services's MSFT Position: Q3 2026 in Review

Stiles Financial Services reduced its Microsoft (MSFT) stake by 0.71% in Q3 2026, selling an estimated $69.4K and leaving 20,934 shares worth $10.7M. The position accounts for 2.74% of the portfolio, ranked #6.

Stiles Financial Services first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Stiles Financial Services held 20,934 shares of Microsoft worth $10.7M as of Q3 2026.
  • Stiles Financial Services sold 150 Microsoft shares in Q3 2026, an estimated $69.4K.
  • Microsoft made up 2.74% of Stiles Financial Services's portfolio in Q3 2026, its #6 holding.
  • Stiles Financial Services first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.