Wheelhouse Advisory Group’s Microsoft MSFT Stock Holding History

Wheelhouse Advisory Group’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	$2.11M	Sell	4,111 -4	-0.1%	-$1.85K	0.56%	20
2026 Q2	$1.53M	Buy	4,115 +97	+2%	+$39.2K	0.43%	21
2026 Q1	$1.49M	Sell	4,018 -71	-2%	-$29.7K	0.49%	21
2025 Q4	$1.99M	Buy	4,089 +1,840	+82%	+$922K	0.76%	17
2025 Q3	$1.17M	Sell	2,249 -19	-0.8%	-$9.7K	0.5%	18
2025 Q2	$1.13M	Buy	2,268 +354	+18%	+$154K	0.56%	19
2025 Q1	$719K	Sell	1,914 -508	-21%	-$207K	0.41%	21
2024 Q4	$1.02M	Buy	2,422 +111	+5%	+$47.3K	0.61%	19
2024 Q3	$995K	Sell	2,311 -69	-3%	-$29.5K	0.64%	18
2024 Q2	$1.09M	Buy	2,380 +362	+18%	+$153K	0.77%	15
2024 Q1	$849K	Buy	2,018 +522	+35%	+$211K	0.65%	17
2023 Q4	$563K	Buy	+1,496	New	+$532K	0.49%	22

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

Wheelhouse Advisory Group's MSFT Position: Q3 2026 in Review

Wheelhouse Advisory Group reduced its Microsoft (MSFT) stake by 0.1% in Q3 2026, selling an estimated $1.85K and leaving 4,111 shares worth $2.11M. The position accounts for 0.56% of the portfolio, ranked #20.

Wheelhouse Advisory Group first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Wheelhouse Advisory Group held 4,111 shares of Microsoft worth $2.11M as of Q3 2026.
Wheelhouse Advisory Group sold 4 Microsoft shares in Q3 2026, an estimated $1.85K.
Microsoft made up 0.56% of Wheelhouse Advisory Group's portfolio in Q3 2026, its #20 holding.
Wheelhouse Advisory Group first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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