White Wing Wealth Management
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White Wing Wealth Management’s Microsoft MSFT Stock Holding History

White Wing Wealth 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 		$643K Buy
1,254
+65
+5% +$30.1K 0.34% 28
2026
Q2 		$444K Buy
1,189
+38
+3% +$15.4K 0.23% 31
2026
Q1 		$426K Buy
1,151
+50
+5% +$20.9K 0.26% 28
2025
Q4 		$532K Buy
1,101
+59
+6% +$29.6K 0.32% 24
2025
Q3 		$541K Buy
1,042
+106
+11% +$54.1K 0.34% 20
2025
Q2 		$465K Buy
936
+80
+9% +$34.7K 0.32% 21
2025
Q1 		$315K Buy
856
+144
+20% +$58.7K 0.25% 22
2024
Q4 		$300K Buy
712
+72
+11% +$30.7K 0.22% 21
2024
Q3 		$275K Buy
640
+31
+5% +$13.3K 0.21% 23
2024
Q2 		$272K Buy
609
+53
+10% +$22.4K 0.22% 27
2024
Q1 		$236K Buy
556
+20
+4% +$8.1K 0.2% 29
2023
Q4 		$201K Buy
+536
New +$191K 0.18% 24

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

White Wing Wealth Management's MSFT Position: Q3 2026 in Review

White Wing Wealth Management increased its Microsoft (MSFT) stake by 5.5% in Q3 2026, buying an estimated $30.1K and bringing the position to 1,254 shares worth $643K. The position accounts for 0.34% of the portfolio, ranked #28.

White Wing Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 4,141 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • White Wing Wealth Management held 1,254 shares of Microsoft worth $643K as of Q3 2026.
  • White Wing Wealth Management bought 65 Microsoft shares in Q3 2026, an estimated $30.1K.
  • Microsoft made up 0.34% of White Wing Wealth Management's portfolio in Q3 2026, its #28 holding.
  • White Wing Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on White Wing Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.