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

TSA 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 		$2.19M Buy
4,276
+730
+21% +$338K 0.62% 37
2026
Q2 		$1.32M Buy
3,546
+925
+35% +$374K 0.37% 44
2026
Q1 		$970K Sell
2,621
-44
-2% -$18.4K 0.31% 46
2025
Q4 		$1.29M Sell
2,665
-85
-3% -$42.6K 0.43% 39
2025
Q3 		$1.42M Buy
2,750
+222
+9% +$113K 0.48% 35
2025
Q2 		$1.26M Buy
2,528
+379
+18% +$165K 0.46% 36
2025
Q1 		$807K Buy
2,149
+73
+4% +$29.8K 0.32% 40
2024
Q4 		$875K Sell
2,076
-9
-0.4% -$3.83K 0.36% 35
2024
Q3 		$897K Buy
2,085
+242
+13% +$103K 0.36% 34
2024
Q2 		$824K Buy
1,843
+263
+17% +$111K 0.35% 36
2024
Q1 		$665K Sell
1,580
-42
-3% -$17K 0.29% 35
2023
Q4 		$610K Buy
+1,622
New +$577K 0.28% 36

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
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

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

TSA Wealth Management increased its Microsoft (MSFT) stake by 21% in Q3 2026, buying an estimated $338K and bringing the position to 4,276 shares worth $2.19M. The position accounts for 0.62% of the portfolio, ranked #37.

TSA Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • TSA Wealth Management held 4,276 shares of Microsoft worth $2.19M as of Q3 2026.
  • TSA Wealth Management bought 730 Microsoft shares in Q3 2026, an estimated $338K.
  • Microsoft made up 0.62% of TSA Wealth Management's portfolio in Q3 2026, its #37 holding.
  • TSA Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.