Walser Wealth Management
MSFT icon

Walser Wealth Management’s Microsoft MSFT Stock Holding History

Walser 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 		$3.6M Sell
7,029
-12
-0.2% -$5.55K 1.44% 12
2026
Q2 		$2.63M Buy
7,041
+44
+0.6% +$17.8K 1.09% 16
2026
Q1 		$2.59M Buy
6,997
+2,025
+41% +$847K 1.16% 11
2025
Q4 		$2.4M Buy
+4,972
New +$2.49M 1.27% 7

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

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

Walser Wealth Management reduced its Microsoft (MSFT) stake by 0.17% in Q3 2026, selling an estimated $5.55K and leaving 7,029 shares worth $3.6M. The position accounts for 1.44% of the portfolio, ranked #12.

Walser Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Walser Wealth Management held 7,029 shares of Microsoft worth $3.6M as of Q3 2026.
  • Walser Wealth Management sold 12 Microsoft shares in Q3 2026, an estimated $5.55K.
  • Microsoft made up 1.44% of Walser Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Walser Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Walser Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.