Wealth Quarterback
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Wealth Quarterback’s Microsoft MSFT Stock Holding History

Wealth Quarterback’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 		$5.63M Sell
10,974
-33
-0.3% -$15.3K 1.72% 14
2026
Q2 		$4.11M Buy
11,007
+284
+3% +$115K 1.27% 16
2026
Q1 		$3.97M Buy
10,723
+702
+7% +$294K 1.56% 13
2025
Q4 		$4.85M Buy
10,021
+379
+4% +$190K 1.74% 10
2025
Q3 		$4.99M Buy
9,642
+125
+1% +$63.8K 1.93% 11
2025
Q2 		$4.73M Buy
9,517
+117
+1% +$50.8K 2.24% 8
2025
Q1 		$3.53M Buy
9,400
+478
+5% +$195K 1.99% 6
2024
Q4 		$3.76M Sell
8,922
-508
-5% -$216K 1.77% 10
2024
Q3 		$4.06M Buy
9,430
+459
+5% +$196K 2.11% 11
2024
Q2 		$4.01M Buy
8,971
+1,214
+16% +$513K 2.27% 8
2024
Q1 		$3.26M Sell
7,757
-90
-1% -$36.4K 1.82% 13
2023
Q4 		$2.95M Sell
7,847
-320
-4% -$114K 1.8% 13
2023
Q3 		$2.58M Buy
8,167
+261
+3% +$86.2K 2.23% 14
2023
Q2 		$2.69M Sell
7,906
-320
-4% -$100K 1.86% 12
2023
Q1 		$2.37M Sell
8,226
-246
-3% -$62.8K 2.01% 13
2022
Q4 		$2.03M Sell
8,472
-231
-3% -$55.4K 1.68% 15
2022
Q3 		$2.03M Buy
8,703
+588
+7% +$155K 2.16% 10
2022
Q2 		$2.08M Buy
+8,115
New +$2.2M 1.62% 16
2021
Q3 		$2.31M Sell
8,207
-110
-1% -$32K 1.54% 11
2021
Q2 		$2.25M Buy
+8,317
New +$2.11M 1.37% 12
2020
Q4 		$2.03M Sell
9,127
-1,597
-15% -$343K 1.69% 13
2020
Q3 		$2.18M Hold
10,724
– – 2% 13
2020
Q2 		$2.18M Buy
10,724
+949
+10% +$172K 2% 13
2020
Q1 		$1.53M Sell
9,775
-46,192
-83% -$7.6M 1.41% 21
2019
Q4 		$1.49M Buy
+55,967
New +$8.22M 1.29% 19

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 Quarterback's MSFT Position: Q3 2026 in Review

Wealth Quarterback reduced its Microsoft (MSFT) stake by 0.3% in Q3 2026, selling an estimated $15.3K and leaving 10,974 shares worth $5.63M. The position accounts for 1.72% of the portfolio, ranked #14.

Wealth Quarterback first reported a position in MSFT in Q4 2019 and has held it in 25 quarters since. 2,283 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Wealth Quarterback held 10,974 shares of Microsoft worth $5.63M as of Q3 2026.
  • Wealth Quarterback sold 33 Microsoft shares in Q3 2026, an estimated $15.3K.
  • Microsoft made up 1.72% of Wealth Quarterback's portfolio in Q3 2026, its #14 holding.
  • Wealth Quarterback first reported a position in Microsoft in Q4 2019 and has held it in 25 quarters since.
  • 2,283 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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