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Todd Wealth Management’s Microsoft MSFT Stock Holding History

Todd 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 		$2.61M Buy
5,080
+61
+1% +$28.2K 1.99% 16
2026
Q2 		$1.87M Buy
5,019
+1,177
+31% +$476K 1.42% 22
2026
Q1 		$1.42M Buy
3,842
+108
+3% +$45.2K 1.29% 23
2025
Q4 		$1.81M Buy
+3,734
New +$1.87M 1.63% 20

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Todd Wealth Management increased its Microsoft (MSFT) stake by 1.2% in Q3 2026, buying an estimated $28.2K and bringing the position to 5,080 shares worth $2.61M. The position accounts for 1.99% of the portfolio, ranked #16.

Todd Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Todd Wealth Management held 5,080 shares of Microsoft worth $2.61M as of Q3 2026.
  • Todd Wealth Management bought 61 Microsoft shares in Q3 2026, an estimated $28.2K.
  • Microsoft made up 1.99% of Todd Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Todd Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • 2,740 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.