Third View Private Wealth’s Microsoft MSFT Stock Holding History

Third View 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	$42.4M	Buy	82,717 +2,324	+3%	+$1.07M	5%	2
2026 Q2	$30M	Buy	80,393 +11,442	+17%	+$4.63M	3.68%	3
2026 Q1	$25.5M	Buy	68,951 +6,642	+11%	+$2.78M	3.49%	5
2025 Q4	$30.1M	Buy	+62,309	New	+$31.2M	4.06%	2

Other funds holding MSFT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Third View Private Wealth's MSFT Position: Q3 2026 in Review

Third View Private Wealth increased its Microsoft (MSFT) stake by 2.9% in Q3 2026, buying an estimated $1.07M and bringing the position to 82,717 shares worth $42.4M. The position accounts for 5% of the portfolio, ranked #2.

Third View Private Wealth first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Third View Private Wealth held 82,717 shares of Microsoft worth $42.4M as of Q3 2026.
Third View Private Wealth bought 2,324 Microsoft shares in Q3 2026, an estimated $1.07M.
Microsoft made up 5% of Third View Private Wealth's portfolio in Q3 2026, its #2 holding.
Third View Private Wealth first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.