Thrive Wealth Management
MSFT icon

Thrive Wealth Management’s Microsoft MSFT Stock Holding History

Thrive Wealth Management’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 		$10.1M Sell
19,750
-59
-0.3% -$27.3K 1.26% 12
2026
Q2 		$7.39M Buy
19,809
+104
+0.5% +$42.1K 0.94% 16
2026
Q1 		$7.29M Sell
19,705
-655
-3% -$274K 1.09% 15
2025
Q4 		$9.8M Sell
20,360
-712
-3% -$357K 1.45% 10
2025
Q3 		$10.9M Sell
21,072
-270
-1% -$138K 1.65% 8
2025
Q2 		$10.6M Buy
21,342
+69
+0.3% +$30K 1.71% 9
2025
Q1 		$7.99M Sell
21,273
-1,313
-6% -$535K 1.53% 8
2024
Q4 		$9.5M Sell
22,586
-971
-4% -$414K 1.71% 7
2024
Q3 		$10.1M Sell
23,557
-406
-2% -$174K 1.86% 7
2024
Q2 		$10.7M Sell
23,963
-816
-3% -$345K 2.1% 6
2024
Q1 		$10.4M Buy
24,779
+393
+2% +$159K 2.15% 6
2023
Q4 		$9.17M Buy
24,386
+6,249
+34% +$2.22M 2.04% 6
2023
Q3 		$5.73M Sell
18,137
-591
-3% -$195K 1.52% 10
2023
Q2 		$6.38M Sell
18,728
-2,572
-12% -$806K 1.65% 9
2023
Q1 		$6.14M Buy
21,300
+7,047
+49% +$1.8M 1.57% 11
2022
Q4 		$3.42M Buy
14,253
+845
+6% +$203K 0.98% 17
2022
Q3 		$3.12M Buy
13,408
+1,554
+13% +$410K 1.09% 12
2022
Q2 		$3.04M Buy
11,854
+2,063
+21% +$560K 1.06% 17
2022
Q1 		$3.02M Buy
9,791
+1,090
+13% +$328K 0.89% 18
2021
Q4 		$2.93M Buy
+8,701
New +$2.82M 1% 11

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
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
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Thrive Wealth Management's MSFT Position: Q3 2026 in Review

Thrive Wealth Management reduced its Microsoft (MSFT) stake by 0.3% in Q3 2026, selling an estimated $27.3K and leaving 19,750 shares worth $10.1M. The position accounts for 1.26% of the portfolio, ranked #12.

Thrive Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.9M in Q3 2025. 1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Thrive Wealth Management held 19,750 shares of Microsoft worth $10.1M as of Q3 2026.
  • Thrive Wealth Management sold 59 Microsoft shares in Q3 2026, an estimated $27.3K.
  • Microsoft made up 1.26% of Thrive Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Thrive Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Thrive Wealth Management's Microsoft position peaked at $10.9M in Q3 2025.
  • 1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.