True Wealth Design
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True Wealth Design’s Microsoft MSFT Stock Holding History

True Wealth Design’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 		$1.23M Sell
2,399
-6
-0.2% -$2.78K 0.29% 22
2026
Q2 		$897K Buy
2,405
+480
+25% +$194K 0.21% 27
2026
Q1 		$713K Buy
1,925
+587
+44% +$246K 0.2% 28
2025
Q4 		$647K Sell
1,338
-163
-11% -$81.7K 0.19% 26
2025
Q3 		$777K Buy
1,501
+392
+35% +$200K 0.24% 23
2025
Q2 		$551K Buy
1,109
+143
+15% +$62.1K 0.19% 24
2025
Q1 		$363K Buy
966
+337
+54% +$137K 0.14% 20
2024
Q4 		$265K Buy
629
+81
+15% +$34.5K 0.1% 25
2024
Q3 		$236K Sell
548
-744
-58% -$318K 0.09% 29
2024
Q2 		$578K Buy
1,292
+44
+4% +$18.6K 0.14% 102
2024
Q1 		$525K Sell
1,248
-102
-8% -$41.3K 0.13% 107
2023
Q4 		$508K Buy
1,350
+358
+36% +$127K 0.14% 106
2023
Q3 		$313K Buy
992
+1
+0.1% +$330 0.1% 109
2023
Q2 		$338K Sell
991
-2,373
-71% -$744K 0.12% 107
2023
Q1 		$970K Buy
3,364
+146
+5% +$37.2K 0.41% 29
2022
Q4 		$772K Buy
+3,218
New +$772K 0.36% 62

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

True Wealth Design's MSFT Position: Q3 2026 in Review

True Wealth Design reduced its Microsoft (MSFT) stake by 0.25% in Q3 2026, selling an estimated $2.78K and leaving 2,399 shares worth $1.23M. The position accounts for 0.29% of the portfolio, ranked #22.

True Wealth Design first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. 1,781 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • True Wealth Design held 2,399 shares of Microsoft worth $1.23M as of Q3 2026.
  • True Wealth Design sold 6 Microsoft shares in Q3 2026, an estimated $2.78K.
  • Microsoft made up 0.29% of True Wealth Design's portfolio in Q3 2026, its #22 holding.
  • True Wealth Design first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • 1,781 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.