TWG
MSFT icon

The Wealth Group’s Microsoft MSFT Stock Holding History

The Wealth Group’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 		$984K Buy
3,613
+1,119
+45% +$517K 0.18% 42
2026
Q2 		$930K Sell
2,494
-75
-3% -$30.3K 0.18% 43
2026
Q1 		$951K Sell
2,569
-16
-0.6% -$6.7K 0.22% 37
2025
Q4 		$1.25M Buy
2,585
+227
+10% +$114K 0.28% 34
2025
Q3 		$1.22M Buy
2,358
+72
+3% +$36.7K 0.28% 35
2025
Q2 		$1.14M Sell
2,286
-18
-0.8% -$7.82K 0.29% 34
2025
Q1 		$865K Sell
2,304
-70
-3% -$28.5K 0.25% 33
2024
Q4 		$1M Buy
2,374
+28
+1% +$11.9K 0.29% 27
2024
Q3 		$1.01M Sell
2,346
-133
-5% -$56.9K 0.29% 30
2024
Q2 		$1.11M Buy
2,479
+4
+0.2% +$1.69K 0.33% 28
2024
Q1 		$1.03M Sell
2,475
-239
-9% -$96.8K 0.32% 28
2023
Q4 		$1.1M Buy
+2,714
New +$966K 0.36% 28

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

The Wealth Group's MSFT Position: Q3 2026 in Review

The Wealth Group increased its Microsoft (MSFT) stake by 45% in Q3 2026, buying an estimated $517K and bringing the position to 3,613 shares worth $984K. The position accounts for 0.18% of the portfolio, ranked #42.

The Wealth Group first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • The Wealth Group held 3,613 shares of Microsoft worth $984K as of Q3 2026.
  • The Wealth Group bought 1,119 Microsoft shares in Q3 2026, an estimated $517K.
  • Microsoft made up 0.18% of The Wealth Group's portfolio in Q3 2026, its #42 holding.
  • The Wealth Group first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • The Wealth Group's Microsoft position peaked at $1.25M in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.