Trifecta Capital Advisors
MSFT icon

Trifecta Capital Advisors’s Microsoft MSFT Stock Holding History

Trifecta Capital Advisors’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 		$37.2M Buy
72,618
+771
+1% +$357K 4.61% 4
2026
Q2 		$26.8M Sell
71,847
-470
-0.6% -$190K 3.45% 7
2026
Q1 		$26.8M Buy
72,317
+1,058
+1% +$443K 4.14% 5
2025
Q4 		$34.5M Buy
71,259
+1,084
+2% +$543K 5.1% 3
2025
Q3 		$36.3M Buy
70,175
+1,572
+2% +$802K 5.53% 3
2025
Q2 		$34.1M Buy
68,603
+7,115
+12% +$3.09M 5.68% 3
2025
Q1 		$23.1M Buy
61,488
+811
+1% +$331K 4.84% 3
2024
Q4 		$25.6M Buy
60,677
+1,477
+2% +$629K 5.05% 4
2024
Q3 		$25.5M Buy
59,200
+1,119
+2% +$478K 5.33% 3
2024
Q2 		$26M Buy
58,081
+2,232
+4% +$943K 5.75% 2
2024
Q1 		$23.5M Buy
55,849
+1,349
+2% +$546K 5.72% 2
2023
Q4 		$20.5M Buy
54,500
+1,214
+2% +$432K 5.67% 3
2023
Q3 		$16.8M Buy
53,286
+1,111
+2% +$367K 5.41% 3
2023
Q2 		$17.8M Sell
52,175
-2,816
-5% -$883K 5.72% 3
2023
Q1 		$15.9M Buy
54,991
+1,715
+3% +$437K 5.59% 3
2022
Q4 		$12.8M Buy
+53,276
New +$12.8M 5.09% 3

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

Trifecta Capital Advisors's MSFT Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Microsoft (MSFT) stake by 1.1% in Q3 2026, buying an estimated $357K and bringing the position to 72,618 shares worth $37.2M. The position accounts for 4.61% of the portfolio, ranked #4.

Trifecta Capital Advisors first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Trifecta Capital Advisors held 72,618 shares of Microsoft worth $37.2M as of Q3 2026.
  • Trifecta Capital Advisors bought 771 Microsoft shares in Q3 2026, an estimated $357K.
  • Microsoft made up 4.61% of Trifecta Capital Advisors's portfolio in Q3 2026, its #4 holding.
  • Trifecta Capital Advisors first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.