Surience Private Wealth
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Surience Private Wealth’s Microsoft MSFT Stock Holding History

Surience Private 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 		– Sell
-956
Closed -$357K – 52
2026
Q2 		$357K Sell
956
-6,446
-87% -$2.61M 0.31% 41
2026
Q1 		$2.74M Buy
7,402
+6,450
+678% +$2.7M 2.94% 11
2025
Q4 		$460K Buy
952
+250
+36% +$125K 0.49% 22
2025
Q3 		$364K Sell
702
-372
-35% -$190K 0.33% 28
2025
Q2 		$534K Sell
1,074
-58
-5% -$25.2K 0.5% 26
2025
Q1 		$425K Sell
1,132
-9,921
-90% -$4.04M 0.74% 22
2024
Q4 		$4.66M Buy
11,053
+9,249
+513% +$3.94M 6.02% 3
2024
Q3 		$776K Hold
1,804
– – 0.79% 19
2024
Q2 		$806K Hold
1,804
– – 1.04% 23
2024
Q1 		$759K Sell
1,804
-1,242
-41% -$503K 0.72% 23
2023
Q4 		$1.15M Buy
3,046
+1,394
+84% +$496K 1.16% 20
2023
Q3 		$522K Sell
1,652
-1,390
-46% -$459K 1.01% 17
2023
Q2 		$1.04M Sell
3,042
-6
-0.2% -$1.88K 1.48% 16
2023
Q1 		$879K Buy
3,048
+1,396
+85% +$356K 1.29% 14
2022
Q4 		$396K Hold
1,652
– – 0.53% 19
2022
Q3 		$385K Hold
1,652
– – 0.99% 13
2022
Q2 		$424K Sell
1,652
-427
-21% -$116K 0.64% 11
2022
Q1 		$641K Sell
2,079
-256
-11% -$77K 0.56% 17
2021
Q4 		$785K Buy
+2,335
New +$757K 0.64% 19

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
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

Surience Private Wealth's MSFT Position: Q3 2026 in Review

Surience Private Wealth sold out of Microsoft (MSFT) in Q3 2026, closing a stake of 956 shares — an estimated $357K sold.

Surience Private Wealth first reported a position in MSFT in Q4 2021 and held it in 19 quarters. The position peaked at $4.66M in Q4 2024. 1,781 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Surience Private Wealth reported no remaining Microsoft position as of Q3 2026 after selling out during the quarter.
  • Surience Private Wealth sold 956 Microsoft shares in Q3 2026, an estimated $357K.
  • Surience Private Wealth first reported a position in Microsoft in Q4 2021 and held it in 19 quarters.
  • Surience Private Wealth's Microsoft position peaked at $4.66M in Q4 2024.
  • 1,781 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.