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Summit Financial Consulting’s Microsoft MSFT Stock Holding History

Summit Financial Consulting’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 		$1.2M Buy
2,342
+147
+7% +$68K 0.88% 16
2026
Q2 		$819K Buy
2,195
+11
+0.5% +$4.45K 0.56% 23
2026
Q1 		$808K Sell
2,184
-25
-1% -$10.5K 0.58% 22
2025
Q4 		$1.07M Buy
2,209
+52
+2% +$26.1K 0.78% 15
2025
Q3 		$1.12M Sell
2,157
-1
-0% -$510 0.89% 16
2025
Q2 		$1.07M Sell
2,158
-82
-4% -$35.6K 0.96% 15
2025
Q1 		$841K Buy
+2,240
New +$913K 0.78% 19

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

Summit Financial Consulting's MSFT Position: Q3 2026 in Review

Summit Financial Consulting increased its Microsoft (MSFT) stake by 6.7% in Q3 2026, buying an estimated $68K and bringing the position to 2,342 shares worth $1.2M. The position accounts for 0.88% of the portfolio, ranked #16.

Summit Financial Consulting first reported a position in MSFT in Q1 2025 and has held it in 7 quarters since. 1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Summit Financial Consulting held 2,342 shares of Microsoft worth $1.2M as of Q3 2026.
  • Summit Financial Consulting bought 147 Microsoft shares in Q3 2026, an estimated $68K.
  • Microsoft made up 0.88% of Summit Financial Consulting's portfolio in Q3 2026, its #16 holding.
  • Summit Financial Consulting first reported a position in Microsoft in Q1 2025 and has held it in 7 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.