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

Udine 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 		$25.9M Buy
50,531
+1,290
+3% +$597K 10.22% 2
2026
Q2 		$18.4M Buy
49,241
+2,087
+4% +$844K 7.56% 4
2026
Q1 		$17.5M Buy
47,154
+4,653
+11% +$1.95M 8.53% 4
2025
Q4 		$20.6M Buy
42,501
+1,528
+4% +$766K 9.71% 3
2025
Q3 		$21.2M Buy
40,973
+862
+2% +$440K 10.18% 2
2025
Q2 		$20M Buy
40,111
+170
+0.4% +$73.8K 10.53% 3
2025
Q1 		$15M Buy
39,941
+1,926
+5% +$785K 10.03% 2
2024
Q4 		$16M Buy
38,015
+1,354
+4% +$577K 10.29% 3
2024
Q3 		$15.8M Buy
36,661
+690
+2% +$295K 11.13% 3
2024
Q2 		$16.1M Sell
35,971
-80
-0.2% -$33.8K 11.2% 3
2024
Q1 		$15.2M Sell
36,051
-4,327
-11% -$1.75M 10.46% 2
2023
Q4 		$15.2M Sell
40,378
-265
-0.7% -$94.3K 12.09% 3
2023
Q3 		$12.8M Buy
40,643
+2,469
+6% +$816K 12.41% 3
2023
Q2 		$13M Sell
38,174
-192
-0.5% -$60.2K 12.35% 3
2023
Q1 		$11.1M Buy
38,366
+2,173
+6% +$554K 17.07% 2
2022
Q4 		$8.68M Buy
36,193
+16
+0% +$3.84K 10.68% 4
2022
Q3 		$8.43M Buy
36,177
+2,577
+8% +$680K 13.31% 3
2022
Q2 		$8.63M Buy
33,600
+1,380
+4% +$375K 15.63% 3
2022
Q1 		$9.9M Buy
32,220
+7,010
+28% +$2.11M 10.83% 3
2021
Q4 		$8.48M Buy
+25,210
New +$8.17M 8.75% 4

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

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

Udine Wealth Management increased its Microsoft (MSFT) stake by 2.6% in Q3 2026, buying an estimated $597K and bringing the position to 50,531 shares worth $25.9M. The position accounts for 10.22% of the portfolio, ranked #2.

Udine Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Udine Wealth Management held 50,531 shares of Microsoft worth $25.9M as of Q3 2026.
  • Udine Wealth Management bought 1,290 Microsoft shares in Q3 2026, an estimated $597K.
  • Microsoft made up 10.22% of Udine Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Udine Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Udine Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.