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

Stonebridge 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 		$538K Hold
1,048
– – 0.48% 26
2026
Q2 		$391K Sell
1,048
-5
-0.5% -$2.02K 0.35% 28
2026
Q1 		$390K Buy
1,053
+5
+0.5% +$2.09K 0.37% 28
2025
Q4 		$507K Hold
1,048
– – 0.48% 28
2025
Q3 		$543K Buy
1,048
+7
+0.7% +$3.57K 0.47% 27
2025
Q2 		$518K Buy
+1,041
New +$452K 0.49% 27

Other funds holding MSFT

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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Stonebridge Wealth Management held its Microsoft (MSFT) position steady in Q3 2026 at 1,048 shares worth $538K. The position accounts for 0.48% of the portfolio, ranked #26.

Stonebridge Wealth Management first reported a position in MSFT in Q2 2025 and has held it in 6 quarters since. The position peaked at $543K in Q3 2025. 1,781 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Stonebridge Wealth Management held 1,048 shares of Microsoft worth $538K as of Q3 2026.
  • Stonebridge Wealth Management left its Microsoft share count unchanged in Q3 2026.
  • Microsoft made up 0.48% of Stonebridge Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Stonebridge Wealth Management first reported a position in Microsoft in Q2 2025 and has held it in 6 quarters since.
  • Stonebridge Wealth Management's Microsoft position peaked at $543K in Q3 2025.
  • 1,781 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.