Unique Wealth Strategies
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Unique Wealth Strategies’s Microsoft MSFT Stock Holding History

Unique Wealth Strategies’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 		$4.15M Hold
11,138
– – 1.52% 14
2026
Q2 		$4.15M Buy
11,138
+210
+2% +$85K 1.51% 14
2026
Q1 		$4.05M Sell
10,928
-175
-2% -$73.2K 1.64% 11
2025
Q4 		$5.37M Buy
11,103
+1,384
+14% +$694K 2.09% 9
2025
Q3 		$5.03M Sell
9,719
-2,030
-17% -$1.04M 1.95% 9
2025
Q2 		$5.84M Sell
11,749
-166
-1% -$72.1K 2.43% 7
2025
Q1 		$4.47M Buy
11,915
+411
+4% +$168K 2.03% 9
2024
Q4 		$4.85M Buy
11,504
+320
+3% +$136K 2.11% 9
2024
Q3 		$4.81M Buy
11,184
+1,788
+19% +$764K 2.03% 8
2024
Q2 		$3.95M Hold
9,396
– – 1.85% 8
2024
Q1 		$3.95M Sell
9,396
-287
-3% -$116K 1.94% 8
2023
Q4 		$3.64M Buy
+9,683
New +$3.45M 2.43% 5

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

Unique Wealth Strategies's MSFT Position: Q3 2026 in Review

Unique Wealth Strategies held its Microsoft (MSFT) position steady in Q3 2026 at 11,138 shares worth $4.15M. The position accounts for 1.52% of the portfolio, ranked #14.

Unique Wealth Strategies first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.84M in Q2 2025. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Unique Wealth Strategies held 11,138 shares of Microsoft worth $4.15M as of Q3 2026.
  • Unique Wealth Strategies left its Microsoft share count unchanged in Q3 2026.
  • Microsoft made up 1.52% of Unique Wealth Strategies's portfolio in Q3 2026, its #14 holding.
  • Unique Wealth Strategies first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • Unique Wealth Strategies's Microsoft position peaked at $5.84M in Q2 2025.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.