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Stone Summit Wealth’s Microsoft MSFT Stock Holding History

Stone Summit 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 		$5.71M Sell
11,132
-50,750
-82% -$23.5M 1.54% 20
2026
Q2 		$23.1M Buy
61,882
+387
+0.6% +$157K 5.86% 1
2026
Q1 		$22.8M Sell
61,495
-131
-0.2% -$54.8K 6.33% 1
2025
Q4 		$29.8M Buy
61,626
+2
+0% +$1K 8.08% 1
2025
Q3 		$31.9M Sell
61,624
-15
-0% -$7.65K 9.05% 1
2025
Q2 		$30.7M Sell
61,639
-31
-0.1% -$13.5K 9.5% 1
2025
Q1 		$23.2M Sell
61,670
-198
-0.3% -$80.7K 7.84% 1
2024
Q4 		$26.1M Sell
61,868
-88
-0.1% -$37.5K 8.75% 1
2024
Q3 		$26.7M Sell
61,956
-99
-0.2% -$42.3K 8.6% 1
2024
Q2 		$27.7M Sell
62,055
-25
-0% -$10.6K 9.94% 1
2024
Q1 		$26.1M Buy
62,080
+45
+0.1% +$18.2K 9.08% 1
2023
Q4 		$23.3M Sell
62,035
-363
-0.6% -$129K 8.95% 1
2023
Q3 		$19.7M Buy
62,398
+189
+0.3% +$62.5K 8.44% 1
2023
Q2 		$21.2M Sell
62,209
-212
-0.3% -$66.4K 8.78% 1
2023
Q1 		$18M Sell
62,421
-114
-0.2% -$29.1K 8% 1
2022
Q4 		$15M Sell
62,535
-153
-0.2% -$36.7K 7.35% 1
2022
Q3 		$14.6M Sell
62,688
-115
-0.2% -$30.4K 8.97% 1
2022
Q2 		$16.1M Buy
62,803
+1,454
+2% +$395K 9.63% 1
2022
Q1 		$19M Buy
61,349
+59,918
+4,187% +$18M 10.63% 1
2021
Q4 		$481K Buy
+1,431
New +$464K 0.39% 81

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Stone Summit Wealth's MSFT Position: Q3 2026 in Review

Stone Summit Wealth reduced its Microsoft (MSFT) stake by 82% in Q3 2026, selling an estimated $23.5M and leaving 11,132 shares worth $5.71M. The position accounts for 1.54% of the portfolio, ranked #20.

Stone Summit Wealth first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $31.9M in Q3 2025. 1,157 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Stone Summit Wealth held 11,132 shares of Microsoft worth $5.71M as of Q3 2026.
  • Stone Summit Wealth sold 50,750 Microsoft shares in Q3 2026, an estimated $23.5M.
  • Microsoft made up 1.54% of Stone Summit Wealth's portfolio in Q3 2026, its #20 holding.
  • Stone Summit Wealth first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's Microsoft position peaked at $31.9M in Q3 2025.
  • 1,157 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.