Wealth Forward LLC
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Wealth Forward LLC’s Microsoft MSFT Stock Holding History

Wealth Forward LLC’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 		$1.83M Buy
3,562
+224
+7% +$104K 0.83% 23
2026
Q2 		$1.25M Buy
3,338
+85
+3% +$34.4K 0.62% 19
2026
Q1 		$1.2M Buy
3,253
+21
+0.6% +$8.79K 0.68% 18
2025
Q4 		$1.56M Buy
3,232
+781
+32% +$391K 0.88% 18
2025
Q3 		$1.27M Buy
2,451
+58
+2% +$29.6K 0.74% 18
2025
Q2 		$1.19M Buy
2,393
+231
+11% +$100K 0.8% 16
2025
Q1 		$812K Hold
2,162
– – 0.58% 17
2024
Q4 		$911K Sell
2,162
-100
-4% -$42.6K 0.64% 17
2024
Q3 		$973K Buy
2,262
+40
+2% +$17.1K 0.68% 17
2024
Q2 		$993K Buy
2,222
+195
+10% +$82.4K 0.78% 17
2024
Q1 		$853K Hold
2,027
– – 0.67% 17
2023
Q4 		$762K Buy
+2,027
New +$721K 0.64% 17

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Wealth Forward LLC's MSFT Position: Q3 2026 in Review

Wealth Forward LLC increased its Microsoft (MSFT) stake by 6.7% in Q3 2026, buying an estimated $104K and bringing the position to 3,562 shares worth $1.83M. The position accounts for 0.83% of the portfolio, ranked #23.

Wealth Forward LLC first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 2,283 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Wealth Forward LLC held 3,562 shares of Microsoft worth $1.83M as of Q3 2026.
  • Wealth Forward LLC bought 224 Microsoft shares in Q3 2026, an estimated $104K.
  • Microsoft made up 0.83% of Wealth Forward LLC's portfolio in Q3 2026, its #23 holding.
  • Wealth Forward LLC first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 2,283 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.