TriaGen Wealth Management
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TriaGen Wealth Management’s Microsoft MSFT Stock Holding History

TriaGen 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 		$2.87M Sell
5,590
-189
-3% -$87.4K 0.69% 29
2026
Q2 		$2.16M Sell
5,779
-274
-5% -$111K 0.54% 51
2026
Q1 		$2.24M Sell
6,053
-391
-6% -$164K 0.61% 40
2025
Q4 		$3.12M Buy
6,444
+40
+0.6% +$20K 0.81% 25
2025
Q3 		$3.32M Sell
6,404
-71
-1% -$36.2K 0.87% 23
2025
Q2 		$3.22M Buy
6,475
+1,540
+31% +$669K 0.98% 25
2025
Q1 		$1.85M Sell
4,935
-503
-9% -$205K 0.65% 47
2024
Q4 		$2.29M Hold
5,438
– – 0.77% 30
2024
Q3 		$2.34M Buy
5,438
+589
+12% +$252K 0.78% 29
2024
Q2 		$2.17M Sell
4,849
-74
-2% -$31.3K 0.84% 34
2024
Q1 		$2.07M Sell
4,923
-26
-0.5% -$10.5K 0.86% 36
2023
Q4 		$1.86M Sell
4,949
-55
-1% -$19.6K 0.89% 38
2023
Q3 		$1.58M Hold
5,004
– – 0.81% 44
2023
Q2 		$1.7M Buy
5,004
+93
+2% +$29.1K 0.78% 46
2023
Q1 		$1.42M Buy
4,911
+101
+2% +$25.8K 0.71% 49
2022
Q4 		$1.15M Buy
4,810
+543
+13% +$130K 0.64% 45
2022
Q3 		$994K Sell
4,267
-41
-1% -$10.8K 0.55% 48
2022
Q2 		$1.11M Sell
4,308
-478
-10% -$130K 0.79% 36
2022
Q1 		$1.48M Sell
4,786
-144
-3% -$43.3K 0.77% 49
2021
Q4 		$1.66M Hold
4,930
– – 0.82% 47
2021
Q3 		$1.39M Sell
4,930
-10
-0.2% -$2.91K 0.76% 51
2021
Q2 		$1.41M Sell
4,940
-166
-3% -$42.2K 0.73% 52
2021
Q1 		$1.2M Sell
5,106
-20
-0.4% -$4.64K 0.69% 50
2020
Q4 		$1.14M Buy
+5,126
New +$1.1M 0.67% 52

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

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

TriaGen Wealth Management reduced its Microsoft (MSFT) stake by 3.3% in Q3 2026, selling an estimated $87.4K and leaving 5,590 shares worth $2.87M. The position accounts for 0.69% of the portfolio, ranked #29.

TriaGen Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.32M in Q3 2025. 2,283 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • TriaGen Wealth Management held 5,590 shares of Microsoft worth $2.87M as of Q3 2026.
  • TriaGen Wealth Management sold 189 Microsoft shares in Q3 2026, an estimated $87.4K.
  • Microsoft made up 0.69% of TriaGen Wealth Management's portfolio in Q3 2026, its #29 holding.
  • TriaGen Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • TriaGen Wealth Management's Microsoft position peaked at $3.32M in Q3 2025.
  • 2,283 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.