Turtle Creek Wealth Advisors’s Microsoft MSFT Stock Holding History

Turtle Creek Wealth 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	$68.6M	Buy	133,671 +13,967	+12%	+$6.46M	3.46%	6
2026 Q2	$44.6M	Buy	119,704 +13,478	+13%	+$5.45M	2.36%	8
2026 Q1	$39.3M	Buy	106,226 +10,027	+10%	+$4.2M	2.97%	5
2025 Q4	$46.5M	Buy	96,199 +10,907	+13%	+$5.47M	3.66%	5
2025 Q3	$44.2M	Buy	85,292 +23,298	+38%	+$11.9M	3.95%	5
2025 Q2	$30.8M	Buy	61,994 +4,320	+7%	+$1.88M	3.64%	3
2025 Q1	$21.7M	Buy	57,674 +21,679	+60%	+$8.84M	3.23%	6
2024 Q4	$15.2M	Buy	35,995 +4,684	+15%	+$2M	3.5%	7
2024 Q3	$13.5M	Buy	31,311 +1,003	+3%	+$429K	2.7%	5
2024 Q2	$13.5M	Buy	30,308 +3,778	+14%	+$1.6M	3.14%	3
2024 Q1	$11.2M	Buy	26,530 +1,391	+6%	+$563K	2.74%	5
2023 Q4	$9.45M	Buy	+25,139	New	+$8.95M	2.78%	6

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Turtle Creek Wealth Advisors's MSFT Position: Q3 2026 in Review

Turtle Creek Wealth Advisors increased its Microsoft (MSFT) stake by 12% in Q3 2026, buying an estimated $6.46M and bringing the position to 133,671 shares worth $68.6M. The position accounts for 3.46% of the portfolio, ranked #6.

Turtle Creek Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 3,303 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Turtle Creek Wealth Advisors held 133,671 shares of Microsoft worth $68.6M as of Q3 2026.
Turtle Creek Wealth Advisors bought 13,967 Microsoft shares in Q3 2026, an estimated $6.46M.
Microsoft made up 3.46% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #6 holding.
Turtle Creek Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
3,303 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.