TradeWell Securities
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TradeWell Securities’s Microsoft MSFT Stock Holding History

TradeWell Securities’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 		$5.55M Sell
10,815
-166
-2% -$76.8K 1.88% 12
2026
Q2 		$4.1M Buy
10,981
+827
+8% +$335K 1.46% 14
2026
Q1 		$3.73M Buy
10,154
+2,504
+33% +$1.05M 1.57% 13
2025
Q4 		$3.7M Buy
7,650
+333
+5% +$167K 1.44% 16
2025
Q3 		$3.8M Buy
7,317
+349
+5% +$178K 1.6% 13
2025
Q2 		$3.47M Buy
6,968
+359
+5% +$156K 1.66% 13
2025
Q1 		$2.48M Buy
6,609
+896
+16% +$365K 1.37% 12
2024
Q4 		$2.41M Buy
+5,713
New +$2.43M 1.25% 12

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

TradeWell Securities's MSFT Position: Q3 2026 in Review

TradeWell Securities reduced its Microsoft (MSFT) stake by 1.5% in Q3 2026, selling an estimated $76.8K and leaving 10,815 shares worth $5.55M. The position accounts for 1.88% of the portfolio, ranked #12.

TradeWell Securities first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 2,937 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • TradeWell Securities held 10,815 shares of Microsoft worth $5.55M as of Q3 2026.
  • TradeWell Securities sold 166 Microsoft shares in Q3 2026, an estimated $76.8K.
  • Microsoft made up 1.88% of TradeWell Securities's portfolio in Q3 2026, its #12 holding.
  • TradeWell Securities first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.