WinCap Financial
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WinCap Financial’s Microsoft MSFT Stock Holding History

WinCap Financial’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 		$3.68M Buy
7,170
+540
+8% +$250K 1.99% 12
2026
Q2 		$2.47M Sell
6,630
-472
-7% -$191K 1.34% 16
2026
Q1 		$2.63M Buy
7,102
+349
+5% +$146K 1.75% 12
2025
Q4 		$3.27M Buy
6,753
+556
+9% +$279K 2.24% 10
2025
Q3 		$3.21M Buy
6,197
+226
+4% +$115K 2.22% 11
2025
Q2 		$2.97M Sell
5,971
-1,924
-24% -$836K 2.39% 10
2025
Q1 		$2.96M Buy
7,895
+563
+8% +$230K 2.81% 7
2024
Q4 		$3.09M Buy
+7,332
New +$3.12M 3.15% 6

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

WinCap Financial's MSFT Position: Q3 2026 in Review

WinCap Financial increased its Microsoft (MSFT) stake by 8.1% in Q3 2026, buying an estimated $250K and bringing the position to 7,170 shares worth $3.68M. The position accounts for 1.99% of the portfolio, ranked #12.

WinCap Financial first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 4,306 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • WinCap Financial held 7,170 shares of Microsoft worth $3.68M as of Q3 2026.
  • WinCap Financial bought 540 Microsoft shares in Q3 2026, an estimated $250K.
  • Microsoft made up 1.99% of WinCap Financial's portfolio in Q3 2026, its #12 holding.
  • WinCap Financial first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 4,306 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on WinCap Financial's 13F filing for Q3 2026, filed 20 Oct 2026.