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TrueFG’s Microsoft MSFT Stock Holding History

TrueFG’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 		$1.06M Buy
2,073
+2
+0.1% +$925 0.25% 22
2026
Q2 		$773K Sell
2,071
-35
-2% -$14.2K 0.18% 28
2026
Q1 		$780K Buy
2,106
+68
+3% +$28.5K 0.21% 25
2025
Q4 		$986K Buy
2,038
+822
+68% +$412K 0.26% 22
2025
Q3 		$630K Buy
1,216
+12
+1% +$6.12K 0.17% 28
2025
Q2 		$599K Buy
1,204
+10
+0.8% +$4.34K 0.18% 29
2025
Q1 		$448K Sell
1,194
-12
-1% -$4.89K 0.15% 31
2024
Q4 		$508K Sell
1,206
-116
-9% -$49.4K 0.17% 29
2024
Q3 		$569K Buy
1,322
+81
+7% +$34.6K 0.19% 28
2024
Q2 		$554K Buy
1,241
+37
+3% +$15.6K 0.2% 26
2024
Q1 		$507K Hold
1,204
– – 0.19% 28
2023
Q4 		$453K Sell
1,204
-81
-6% -$28.8K 0.18% 31
2023
Q3 		$406K Hold
1,285
– – 0.18% 33
2023
Q2 		$438K Sell
1,285
-21
-2% -$6.58K 0.19% 28
2023
Q1 		$377K Buy
1,306
+77
+6% +$19.6K 0.17% 30
2022
Q4 		$295K Buy
1,229
+2
+0.2% +$480 0.14% 34
2022
Q3 		$286K Hold
1,227
– – 0.15% 31
2022
Q2 		$315K Hold
1,227
– – 0.16% 30
2022
Q1 		$378K Buy
1,227
+3
+0.2% +$903 0.17% 28
2021
Q4 		$412K Hold
1,224
– – 0.18% 27
2021
Q3 		$406K Buy
1,224
+70
+6% +$20.4K 0.18% 27
2021
Q2 		$313K Buy
1,154
+5
+0.4% +$1.27K 0.16% 29
2021
Q1 		$271K Hold
1,149
– – 0.15% 30
2020
Q4 		$256K Sell
1,149
-492
-30% -$106K 0.15% 31
2020
Q3 		$345K Buy
1,641
+441
+37% +$92.6K 0.24% 25
2020
Q2 		$244K Buy
+1,200
New +$218K 0.18% 28

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

TrueFG's MSFT Position: Q3 2026 in Review

TrueFG increased its Microsoft (MSFT) stake by 0.1% in Q3 2026, buying an estimated $925 and bringing the position to 2,073 shares worth $1.06M. The position accounts for 0.25% of the portfolio, ranked #22.

TrueFG first reported a position in MSFT in Q2 2020 and has held it in 26 quarters since. 1,157 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • TrueFG held 2,073 shares of Microsoft worth $1.06M as of Q3 2026.
  • TrueFG bought 2 Microsoft shares in Q3 2026, an estimated $925.
  • Microsoft made up 0.25% of TrueFG's portfolio in Q3 2026, its #22 holding.
  • TrueFG first reported a position in Microsoft in Q2 2020 and has held it in 26 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.