Summit Wealth Group (Colorado)
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Summit Wealth Group (Colorado)’s Microsoft MSFT Stock Holding History

Summit Wealth Group (Colorado)’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 		$19M Buy
37,111
+21,797
+142% +$10.1M 1.2% 13
2026
Q2 		$5.71M Buy
15,314
+894
+6% +$362K 0.47% 32
2026
Q1 		$5.34M Buy
14,420
+5,580
+63% +$2.33M 0.56% 28
2025
Q4 		$4.28M Sell
8,840
-25,626
-74% -$12.8M 0.57% 26
2025
Q3 		$10.9M Buy
34,466
+26,096
+312% +$13.3M 1.15% 16
2025
Q2 		$4.16M Buy
+8,370
New +$3.63M 1.05% 23

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

Summit Wealth Group (Colorado)'s MSFT Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Microsoft (MSFT) stake by 142% in Q3 2026, buying an estimated $10.1M and bringing the position to 37,111 shares worth $19M. The position accounts for 1.2% of the portfolio, ranked #13.

Summit Wealth Group (Colorado) first reported a position in MSFT in Q2 2025 and has held it in 6 quarters since. 4,141 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Summit Wealth Group (Colorado) held 37,111 shares of Microsoft worth $19M as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 21,797 Microsoft shares in Q3 2026, an estimated $10.1M.
  • Microsoft made up 1.2% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #13 holding.
  • Summit Wealth Group (Colorado) first reported a position in Microsoft in Q2 2025 and has held it in 6 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.