UMB Private Wealth Management’s Microsoft MSFT Stock Holding History

UMB Private 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	$2.28M	Buy	+4,439	New	+$2.05M	2.2%	10

Other funds holding MSFT

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

UMB Private Wealth Management's MSFT Position: Q3 2026 in Review

UMB Private Wealth Management opened a new position in Microsoft (MSFT) in Q3 2026: 4,439 shares worth $2.28M. The stake represents 2.2% of the portfolio and ranks #10 among its holdings.

2,670 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

UMB Private Wealth Management held 4,439 shares of Microsoft worth $2.28M as of Q3 2026.
Microsoft was a new UMB Private Wealth Management position in Q3 2026.
Microsoft made up 2.2% of UMB Private Wealth Management's portfolio in Q3 2026, its #10 holding.
2,670 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on UMB Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.