Wealth Advisory Solutions
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Wealth Advisory Solutions’s Microsoft MSFT Stock Holding History

Wealth Advisory Solutions’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 		$11.7M Sell
22,740
-776
-3% -$359K 2.41% 9
2026
Q2 		$8.77M Buy
23,516
+3,994
+20% +$1.62M 1.8% 14
2026
Q1 		$7.23M Buy
19,522
+8,010
+70% +$3.35M 1.61% 14
2025
Q4 		$5.57M Sell
11,512
-158
-1% -$79.2K 1.3% 17
2025
Q3 		$6.04M Buy
11,670
+165
+1% +$84.2K 1.46% 17
2025
Q2 		$5.72M Sell
11,505
-285
-2% -$124K 1.45% 16
2025
Q1 		$4.43M Sell
11,790
-60
-0.5% -$24.5K 1.17% 20
2024
Q4 		$4.99M Buy
11,850
+21
+0.2% +$8.94K 1.4% 18
2024
Q3 		$5.09M Sell
11,829
-550
-4% -$235K 1.4% 22
2024
Q2 		$5.53M Buy
12,379
+35
+0.3% +$14.8K 1.5% 20
2024
Q1 		$5.19M Sell
12,344
-521
-4% -$211K 1.34% 22
2023
Q4 		$4.84M Sell
12,865
-12,566
-49% -$4.47M 1.69% 19
2023
Q3 		$8.81M Sell
25,431
-7,121
-22% -$2.35M 1.72% 16
2023
Q2 		$5.78M Buy
32,552
+17,828
+121% +$5.59M 1.54% 18
2023
Q1 		$4.24M Buy
14,724
+168
+1% +$42.9K 1.13% 25
2022
Q4 		$3.49M Buy
14,556
+535
+4% +$128K 0.94% 30
2022
Q3 		$3.26M Sell
14,021
-293
-2% -$77.4K 0.9% 37
2022
Q2 		$3.68M Sell
14,314
-1,599
-10% -$434K 0.9% 43
2022
Q1 		$4.91M Buy
+15,913
New +$4.79M 1.02% 34
2021
Q3 		$4.44M Buy
15,735
+1,826
+13% +$531K 0.99% 37
2021
Q2 		$3.77M Sell
13,909
-29,872
-68% -$7.59M 0.89% 39
2021
Q1 		$10.1M Buy
43,781
+29,930
+216% +$6.94M 2.11% 11
2020
Q4 		$3.07M Sell
13,851
-656
-5% -$141K 0.83% 42
2020
Q3 		$3.05M Sell
14,507
-1,241
-8% -$261K 0.81% 41
2020
Q2 		$3.2M Sell
15,748
-1,435
-8% -$260K 0.89% 37
2020
Q1 		$2.71M Buy
17,183
+1,069
+7% +$176K 0.92% 37
2019
Q4 		$2.54M Buy
+16,114
New +$2.37M 0.67% 49

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Advisory Solutions's MSFT Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its Microsoft (MSFT) stake by 3.3% in Q3 2026, selling an estimated $359K and leaving 22,740 shares worth $11.7M. The position accounts for 2.41% of the portfolio, ranked #9.

Wealth Advisory Solutions first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. 1,781 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Wealth Advisory Solutions held 22,740 shares of Microsoft worth $11.7M as of Q3 2026.
  • Wealth Advisory Solutions sold 776 Microsoft shares in Q3 2026, an estimated $359K.
  • Microsoft made up 2.41% of Wealth Advisory Solutions's portfolio in Q3 2026, its #9 holding.
  • Wealth Advisory Solutions first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • 1,781 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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