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Tactive Advisors’s Microsoft MSFT Stock Holding History

Tactive Advisors’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 		$4.54M Buy
8,860
+418
+5% +$193K 1.09% 21
2026
Q2 		$3.15M Buy
8,442
+321
+4% +$130K 0.78% 30
2026
Q1 		$3.01M Buy
8,121
+1,045
+15% +$437K 0.85% 29
2025
Q4 		$3.42M Sell
7,076
-120
-2% -$60.1K 1% 24
2025
Q3 		$3.73M Sell
7,196
-112
-2% -$57.1K 1.05% 25
2025
Q2 		$3.64M Buy
+7,308
New +$3.17M 1.18% 21
2024
Q1 		$2.77M Buy
6,596
+4,222
+178% +$1.71M 1.48% 19
2023
Q4 		$893K Buy
2,374
+540
+29% +$192K 0.57% 31
2023
Q3 		$579K Buy
1,834
+144
+9% +$47.6K 0.5% 31
2023
Q2 		$575K Sell
1,690
-44
-3% -$13.8K 0.44% 32
2023
Q1 		$500K Buy
1,734
+302
+21% +$77K 0.37% 32
2022
Q4 		$343K Buy
+1,432
New +$344K 0.22% 35

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Tactive Advisors's MSFT Position: Q3 2026 in Review

Tactive Advisors increased its Microsoft (MSFT) stake by 5% in Q3 2026, buying an estimated $193K and bringing the position to 8,860 shares worth $4.54M. The position accounts for 1.09% of the portfolio, ranked #21.

Tactive Advisors first reported a position in MSFT in Q4 2022 and has held it in 12 quarters since. 752 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Tactive Advisors held 8,860 shares of Microsoft worth $4.54M as of Q3 2026.
  • Tactive Advisors bought 418 Microsoft shares in Q3 2026, an estimated $193K.
  • Microsoft made up 1.09% of Tactive Advisors's portfolio in Q3 2026, its #21 holding.
  • Tactive Advisors first reported a position in Microsoft in Q4 2022 and has held it in 12 quarters since.
  • 752 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.