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

Urban 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 		$1.67M Sell
3,257
-299
-8% -$138K 1.5% 14
2026
Q2 		$1.33M Sell
3,556
-943
-21% -$382K 1.16% 18
2026
Q1 		$1.67M Sell
4,499
-3,893
-46% -$1.63M 1.71% 16
2025
Q4 		$4.06M Buy
+8,392
New +$4.21M 3.77% 7
2020
Q4 		$2.03M Buy
+9,127
New +$1.96M 1.69% 13

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

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

Urban Wealth Management reduced its Microsoft (MSFT) stake by 8.4% in Q3 2026, selling an estimated $138K and leaving 3,257 shares worth $1.67M. The position accounts for 1.5% of the portfolio, ranked #14.

Urban Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 5 quarters since. The position peaked at $4.06M in Q4 2025. 3,021 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Urban Wealth Management held 3,257 shares of Microsoft worth $1.67M as of Q3 2026.
  • Urban Wealth Management sold 299 Microsoft shares in Q3 2026, an estimated $138K.
  • Microsoft made up 1.5% of Urban Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Urban Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 5 quarters since.
  • Urban Wealth Management's Microsoft position peaked at $4.06M in Q4 2025.
  • 3,021 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Urban Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.