WealthBridge Capital Management
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WealthBridge Capital Management’s Microsoft MSFT Stock Holding History

WealthBridge Capital 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 		$6.56M Sell
12,791
-472
-4% -$218K 1.27% 17
2026
Q2 		$4.95M Buy
13,263
+570
+4% +$231K 0.98% 24
2026
Q1 		$4.7M Buy
12,693
+296
+2% +$124K 1.08% 22
2025
Q4 		$6M Sell
12,397
-580
-4% -$291K 1.37% 17
2025
Q3 		$6.72M Sell
12,977
-120
-0.9% -$61.2K 1.58% 14
2025
Q2 		$6.51M Buy
13,097
+84
+0.6% +$36.5K 1.65% 12
2025
Q1 		$4.89M Buy
13,013
+70
+0.5% +$28.5K 1.38% 14
2024
Q4 		$5.46M Buy
12,943
+245
+2% +$104K 1.52% 15
2024
Q3 		$5.46M Buy
12,698
+1,178
+10% +$504K 1.56% 14
2024
Q2 		$5.15M Sell
11,520
-547
-5% -$231K 1.69% 14
2024
Q1 		$5.08M Buy
12,067
+60
+0.5% +$24.3K 1.71% 13
2023
Q4 		$4.52M Buy
12,007
+484
+4% +$172K 1.69% 14
2023
Q3 		$3.64M Buy
11,523
+653
+6% +$216K 1.5% 17
2023
Q2 		$3.7M Sell
10,870
-1,667
-13% -$522K 1.48% 17
2023
Q1 		$3.61M Buy
12,537
+63
+0.5% +$16.1K 1.44% 16
2022
Q4 		$2.99M Buy
12,474
+877
+8% +$210K 1.25% 18
2022
Q3 		$2.98M Hold
11,597
– – 1.27% 18
2022
Q2 		$2.98M Buy
11,597
+1,067
+10% +$290K 1.27% 18
2022
Q1 		$3.25M Buy
10,530
+2,679
+34% +$806K 1.21% 20
2021
Q4 		$2.64M Sell
7,851
-288
-4% -$93.4K 0.99% 25
2021
Q3 		$2.3M Sell
8,139
-208
-2% -$60.5K 0.86% 29
2021
Q2 		$2.26M Sell
8,347
-330
-4% -$83.9K 0.82% 31
2021
Q1 		$2.05M Sell
8,677
-113
-1% -$26.2K 0.83% 31
2020
Q4 		$1.96M Buy
8,790
+19
+0.2% +$4.08K 0.86% 31
2020
Q3 		$1.84M Buy
8,771
+189
+2% +$39.7K 0.95% 27
2020
Q2 		$1.75M Buy
8,582
+316
+4% +$57.4K 0.99% 26
2020
Q1 		$1.3M Buy
8,266
+1,769
+27% +$291K 0.91% 26
2019
Q4 		$1.02M Buy
6,497
+60
+0.9% +$8.81K 0.66% 39
2019
Q3 		$895K Buy
6,437
+61
+1% +$8.39K 0.64% 40
2019
Q2 		$648K Sell
6,376
-115
-2% -$14.6K 0.59% 42
2019
Q1 		$815K Buy
6,491
+115
+2% +$12.5K 0.52% 40
2018
Q4 		$648K Buy
+6,376
New +$683K 0.49% 42

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

WealthBridge Capital Management's MSFT Position: Q3 2026 in Review

WealthBridge Capital Management reduced its Microsoft (MSFT) stake by 3.6% in Q3 2026, selling an estimated $218K and leaving 12,791 shares worth $6.56M. The position accounts for 1.27% of the portfolio, ranked #17.

WealthBridge Capital Management first reported a position in MSFT in Q4 2018 and has held it in 32 quarters since. The position peaked at $6.72M in Q3 2025. 1,948 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • WealthBridge Capital Management held 12,791 shares of Microsoft worth $6.56M as of Q3 2026.
  • WealthBridge Capital Management sold 472 Microsoft shares in Q3 2026, an estimated $218K.
  • Microsoft made up 1.27% of WealthBridge Capital Management's portfolio in Q3 2026, its #17 holding.
  • WealthBridge Capital Management first reported a position in Microsoft in Q4 2018 and has held it in 32 quarters since.
  • WealthBridge Capital Management's Microsoft position peaked at $6.72M in Q3 2025.
  • 1,948 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.