Weitzel Financial Services’s Microsoft MSFT Stock Holding History

Weitzel Financial Services’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	$255K	Buy	+497	New	+$230K	0.09%	45
2026 Q1	–	Sell	-497	Closed	-$235K	–	51
2025 Q4	$235K	Hold	497	–	–	0.09%	47
2025 Q3	$253K	Hold	497	–	–	0.1%	44
2025 Q2	$262K	Buy	+497	New	+$216K	0.11%	39
2025 Q1	–	Sell	-497	Closed	-$211K	–	41
2024 Q4	$211K	Hold	497	–	–	0.1%	40
2024 Q3	$210K	Hold	497	–	–	0.1%	40
2024 Q2	$227K	Hold	497	–	–	0.11%	38
2024 Q1	$211K	Sell	497 -313	-39%	-$127K	0.11%	36
2023 Q4	$299K	Hold	810	–	–	0.16%	32
2023 Q3	$258K	Buy	810 +100	+14%	+$33K	0.15%	33
2023 Q2	$242K	Hold	710	–	–	0.14%	35
2023 Q1	$204K	Buy	+710	New	+$181K	0.12%	36

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Weitzel Financial Services's MSFT Position: Q3 2026 in Review

Weitzel Financial Services opened a new position in Microsoft (MSFT) in Q3 2026: 497 shares worth $255K. The stake represents 0.09% of the portfolio and ranks #45 among its holdings. This is a return to the name: Weitzel Financial Services previously reported a position in MSFT as recently as Q4 2025.

Weitzel Financial Services first reported a position in MSFT in Q1 2023 and has held it in 12 quarters since. The position peaked at $299K in Q4 2023. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Weitzel Financial Services held 497 shares of Microsoft worth $255K as of Q3 2026.
Microsoft was a new Weitzel Financial Services position in Q3 2026.
Microsoft made up 0.09% of Weitzel Financial Services's portfolio in Q3 2026, its #45 holding.
Weitzel Financial Services first reported a position in Microsoft in Q1 2023 and has held it in 12 quarters since.
Weitzel Financial Services's Microsoft position peaked at $299K in Q4 2023.
2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.