Waypoint Wealth Counsel
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Waypoint Wealth Counsel’s Microsoft MSFT Stock Holding History

Waypoint Wealth Counsel’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 		$7.76M Buy
15,132
+737
+5% +$341K 4.52% 6
2026
Q2 		$5.37M Sell
14,395
-507
-3% -$205K 3.36% 8
2026
Q1 		$5.52M Sell
14,902
-3,257
-18% -$1.36M 2.85% 9
2025
Q4 		$8.78M Sell
18,159
-209
-1% -$105K 3.22% 8
2025
Q3 		$9.5M Buy
18,368
+210
+1% +$107K 3.76% 5
2025
Q2 		$9.03M Buy
18,158
+1,395
+8% +$606K 4.48% 4
2025
Q1 		$6.29M Buy
16,763
+531
+3% +$216K 3.95% 8
2024
Q4 		$6.84M Buy
16,232
+338
+2% +$144K 4.46% 7
2024
Q3 		$6.84M Buy
15,894
+696
+5% +$298K 4.6% 8
2024
Q2 		$6.79M Buy
15,198
+135
+0.9% +$57K 5.2% 6
2024
Q1 		$6.34M Buy
15,063
+172
+1% +$69.6K 4.89% 6
2023
Q4 		$5.6M Sell
14,891
-117
-0.8% -$41.6K 4.77% 5
2023
Q3 		$4.74M Buy
15,008
+156
+1% +$51.5K 4.47% 5
2023
Q2 		$5.06M Sell
14,852
-1,774
-11% -$556K 4.52% 6
2023
Q1 		$4.79M Buy
16,626
+250
+2% +$63.8K 3.72% 7
2022
Q4 		$3.93M Buy
+16,376
New +$3.93M 3.16% 8

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

Waypoint Wealth Counsel's MSFT Position: Q3 2026 in Review

Waypoint Wealth Counsel increased its Microsoft (MSFT) stake by 5.1% in Q3 2026, buying an estimated $341K and bringing the position to 15,132 shares worth $7.76M. The position accounts for 4.52% of the portfolio, ranked #6.

Waypoint Wealth Counsel first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.5M in Q3 2025. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Waypoint Wealth Counsel held 15,132 shares of Microsoft worth $7.76M as of Q3 2026.
  • Waypoint Wealth Counsel bought 737 Microsoft shares in Q3 2026, an estimated $341K.
  • Microsoft made up 4.52% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #6 holding.
  • Waypoint Wealth Counsel first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • Waypoint Wealth Counsel's Microsoft position peaked at $9.5M in Q3 2025.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.