Williams & Novak’s Microsoft MSFT Stock Holding History

Williams & Novak’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	$1.92M	Buy	3,737 +400	+12%	+$185K	1.13%	25
2026 Q2	$1.24M	Sell	3,337 -165	-5%	-$66.8K	0.82%	38
2026 Q1	$1.29M	Sell	3,502 -694	-17%	-$290K	0.97%	28
2025 Q4	$2.03M	Buy	4,196 +1,006	+32%	+$504K	1.53%	17
2025 Q3	$1.65M	Buy	3,190 +628	+25%	+$320K	1.27%	20
2025 Q2	$1.27M	Sell	2,562 -484	-16%	-$210K	1.08%	24
2025 Q1	$1.16M	Buy	3,046 +500	+20%	+$204K	1.14%	28
2024 Q4	$1.07M	Sell	2,546 -27	-1%	-$11.5K	1.03%	28
2024 Q3	$1.11M	Sell	2,573 -230	-8%	-$98.3K	1.03%	28
2024 Q2	$1.25M	Buy	2,803 +60	+2%	+$25.3K	1.17%	26
2024 Q1	$1.03M	Hold	2,743	–	–	1.17%	28
2023 Q4	$1.03M	Buy	+2,743	New	+$976K	1.17%	28

Other funds holding MSFT

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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Williams & Novak's MSFT Position: Q3 2026 in Review

Williams & Novak increased its Microsoft (MSFT) stake by 12% in Q3 2026, buying an estimated $185K and bringing the position to 3,737 shares worth $1.92M. The position accounts for 1.13% of the portfolio, ranked #25.

Williams & Novak first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.03M in Q4 2025. 1,422 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Williams & Novak held 3,737 shares of Microsoft worth $1.92M as of Q3 2026.
Williams & Novak bought 400 Microsoft shares in Q3 2026, an estimated $185K.
Microsoft made up 1.13% of Williams & Novak's portfolio in Q3 2026, its #25 holding.
Williams & Novak first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
Williams & Novak's Microsoft position peaked at $2.03M in Q4 2025.
1,422 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.