TFO Wealth Partners
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TFO Wealth Partners’s Microsoft MSFT Stock Holding History

TFO Wealth Partners’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 		$1.96M Buy
3,818
+2,891
+312% +$1.34M 0.25% 33
2026
Q2 		$346K Sell
927
-56
-6% -$22.7K 0.04% 56
2026
Q1 		$364K Buy
+983
New +$411K 0.05% 52
2024
Q2 		– Sell
-119
Closed -$50.1K – 500
2024
Q1 		$50.1K Sell
119
-165
-58% -$66.8K 0.01% 56
2023
Q4 		$107K Sell
284
-1,606
-85% -$572K 0.02% 44
2023
Q3 		$644K Buy
1,890
+985
+109% +$325K 0.13% 27
2023
Q2 		$308K Buy
905
+586
+184% +$184K 0.07% 32
2023
Q1 		$92K Buy
319
+316
+10,533% +$80.6K 0.02% 59
2022
Q4 		$4.34K Sell
3
-329
-99% -$79K ﹤0.01% 185
2022
Q3 		$77K Sell
332
-249
-43% -$65.7K 0.02% 49
2022
Q2 		$149K Sell
581
-233
-29% -$63.2K 0.03% 49
2022
Q1 		$251K Buy
814
+614
+307% +$185K 0.05% 40
2021
Q4 		$68K Buy
200
+197
+6,567% +$63.9K 0.01% 55
2021
Q3 		$1K Buy
3
+2
+200% +$582 ﹤0.01% 136
2021
Q2 		$0 Buy
+1
New +$254 ﹤0.01% 149
2020
Q4 		– Sell
-1,268
Closed -$267K – 136
2020
Q3 		$267K Buy
1,268
+110
+9% +$23.1K 0.1% 26
2020
Q2 		$236K Buy
1,158
+12
+1% +$2.18K 0.09% 28
2020
Q1 		$180K Sell
1,146
-80
-7% -$13.2K 0.08% 34
2019
Q4 		$193K Buy
+1,226
New +$180K 0.18% 29

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

TFO Wealth Partners's MSFT Position: Q3 2026 in Review

TFO Wealth Partners increased its Microsoft (MSFT) stake by 312% in Q3 2026, buying an estimated $1.34M and bringing the position to 3,818 shares worth $1.96M. The position accounts for 0.25% of the portfolio, ranked #33.

TFO Wealth Partners first reported a position in MSFT in Q4 2019 and has held it in 19 quarters since. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • TFO Wealth Partners held 3,818 shares of Microsoft worth $1.96M as of Q3 2026.
  • TFO Wealth Partners bought 2,891 Microsoft shares in Q3 2026, an estimated $1.34M.
  • Microsoft made up 0.25% of TFO Wealth Partners's portfolio in Q3 2026, its #33 holding.
  • TFO Wealth Partners first reported a position in Microsoft in Q4 2019 and has held it in 19 quarters since.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on TFO Wealth Partners's 13F filing for Q3 2026, filed 9 Nov 2026.