Teamwork Financial Advisors
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Teamwork Financial Advisors’s Microsoft MSFT Stock Holding History

Teamwork Financial 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 		$21.1M Sell
41,081
-21,197
-34% -$9.8M 2.32% 7
2026
Q2 		$23.2M Sell
62,278
-1,338
-2% -$541K 2.11% 11
2026
Q1 		$23.5M Buy
63,616
+4,231
+7% +$1.77M 2.49% 4
2025
Q4 		$28.7M Buy
59,385
+2,819
+5% +$1.41M 2.9% 4
2025
Q3 		$29.3M Sell
56,566
-11,327
-17% -$5.78M 3.02% 5
2025
Q2 		$33.8M Buy
67,893
+27,499
+68% +$11.9M 3.91% 6
2025
Q1 		$15.2M Sell
40,394
-35,250
-47% -$14.4M 2.02% 23
2024
Q4 		$31.9M Buy
75,644
+1,193
+2% +$508K 4.14% 4
2024
Q3 		$32M Buy
74,451
+3,674
+5% +$1.57M 4.44% 4
2024
Q2 		$31.6M Sell
70,777
-18,229
-20% -$7.7M 4.69% 4
2024
Q1 		$37.4M Sell
89,006
-26,766
-23% -$10.8M 5.76% 2
2023
Q4 		$43.5M Buy
115,772
+1,136
+1% +$404K 7.47% 2
2023
Q3 		$36.2M Buy
114,636
+8,169
+8% +$2.7M 5.91% 3
2023
Q2 		$36.3M Buy
106,467
+19,891
+23% +$6.23M 5.89% 2
2023
Q1 		$25M Sell
86,576
-9,747
-10% -$2.49M 4.61% 2
2022
Q4 		$23.1M Sell
96,323
-18,342
-16% -$4.4M 4.65% 3
2022
Q3 		$26.7M Buy
114,665
+13,885
+14% +$3.67M 5.76% 3
2022
Q2 		$25.9M Buy
100,780
+7,433
+8% +$2.02M 5.65% 3
2022
Q1 		$28.8M Buy
93,347
+59,559
+176% +$17.9M 5.36% 2
2021
Q4 		$11.4M Buy
33,788
+7,679
+29% +$2.49M 2.09% 6
2021
Q3 		$7.36M Buy
26,109
+7,576
+41% +$2.2M 1.45% 11
2021
Q2 		$5.02M Buy
18,533
+790
+4% +$201K 1.03% 15
2021
Q1 		$4.18M Sell
17,743
-574
-3% -$133K 0.98% 17
2020
Q4 		$4.07M Buy
18,317
+1,419
+8% +$305K 0.97% 15
2020
Q3 		$3.55M Sell
16,898
-3,531
-17% -$742K 1.1% 12
2020
Q2 		$4.16M Buy
20,429
+2,458
+14% +$446K 1.49% 12
2020
Q1 		$2.83M Buy
17,971
+7,758
+76% +$1.28M 1.76% 11
2019
Q4 		$1.61M Buy
+10,213
New +$1.5M 0.96% 22

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
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
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

Teamwork Financial Advisors's MSFT Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its Microsoft (MSFT) stake by 34% in Q3 2026, selling an estimated $9.8M and leaving 41,081 shares worth $21.1M. The position accounts for 2.32% of the portfolio, ranked #7.

Teamwork Financial Advisors first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. The position peaked at $43.5M in Q4 2023. 1,457 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Teamwork Financial Advisors held 41,081 shares of Microsoft worth $21.1M as of Q3 2026.
  • Teamwork Financial Advisors sold 21,197 Microsoft shares in Q3 2026, an estimated $9.8M.
  • Microsoft made up 2.32% of Teamwork Financial Advisors's portfolio in Q3 2026, its #7 holding.
  • Teamwork Financial Advisors first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • Teamwork Financial Advisors's Microsoft position peaked at $43.5M in Q4 2023.
  • 1,457 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.