Traveka Wealth
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Traveka Wealth’s Microsoft MSFT Stock Holding History

Traveka 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 		$7.27M Buy
14,169
+1,516
+12% +$701K 2.24% 10
2026
Q2 		$4.72M Buy
12,653
+177
+1% +$71.6K 1.57% 17
2026
Q1 		$4.62M Sell
12,476
-310
-2% -$130K 1.76% 17
2025
Q4 		$6.18M Sell
12,786
-136
-1% -$68.2K 2.52% 8
2025
Q3 		$6.69M Buy
12,922
+90
+0.7% +$45.9K 2.99% 6
2025
Q2 		$6.38M Sell
12,832
-1,247
-9% -$542K 3.38% 4
2025
Q1 		$5.28M Sell
14,079
-1,606
-10% -$655K 2.96% 5
2024
Q4 		$6.61M Buy
15,685
+1,171
+8% +$499K 3.65% 5
2024
Q3 		$6.25M Buy
14,514
+126
+0.9% +$53.9K 3.17% 7
2024
Q2 		$6.43M Buy
14,388
+245
+2% +$103K 3.14% 6
2024
Q1 		$5.95M Buy
14,143
+66
+0.5% +$26.7K 2.75% 7
2023
Q4 		$5.29M Buy
+14,077
New +$5.01M 2.66% 8

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Traveka Wealth's MSFT Position: Q3 2026 in Review

Traveka Wealth increased its Microsoft (MSFT) stake by 12% in Q3 2026, buying an estimated $701K and bringing the position to 14,169 shares worth $7.27M. The position accounts for 2.24% of the portfolio, ranked #10.

Traveka Wealth first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 3,242 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Traveka Wealth held 14,169 shares of Microsoft worth $7.27M as of Q3 2026.
  • Traveka Wealth bought 1,516 Microsoft shares in Q3 2026, an estimated $701K.
  • Microsoft made up 2.24% of Traveka Wealth's portfolio in Q3 2026, its #10 holding.
  • Traveka Wealth first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 3,242 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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