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Toth Financial Advisory’s Microsoft MSFT Stock Holding History

Toth Financial Advisory’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
2021
Q2 		– Sell
-100
Closed -$24K – 723
2021
Q1 		$24K Buy
+100
New +$23.2K ﹤0.01% 360
2019
Q1 		– Sell
-100
Closed -$10K – 446
2018
Q4 		$10K Buy
+100
New +$10.7K ﹤0.01% 281

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Toth Financial Advisory's MSFT Position: Q3 2026 in Review

Toth Financial Advisory increased its Microsoft (MSFT) stake by 3.8% in Q3 2026, buying an estimated $998K and bringing the position to 58,789 shares worth $30.2M. The position accounts for 3.01% of the portfolio, ranked #1.

Toth Financial Advisory first reported a position in MSFT in Q2 2013 and has held it in 54 quarters since. The position peaked at $31.5M in Q3 2025. 604 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Toth Financial Advisory held 58,789 shares of Microsoft worth $30.2M as of Q3 2026.
  • Toth Financial Advisory bought 2,159 Microsoft shares in Q3 2026, an estimated $998K.
  • Microsoft made up 3.01% of Toth Financial Advisory's portfolio in Q3 2026, its #1 holding.
  • Toth Financial Advisory first reported a position in Microsoft in Q2 2013 and has held it in 54 quarters since.
  • Toth Financial Advisory's Microsoft position peaked at $31.5M in Q3 2025.
  • 604 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.