Winnow Wealth’s Microsoft MSFT Stock Holding History

Winnow Wealth’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	$1.03M	Buy	1,999 +68	+4%	+$31.4K	0.68%	41
2026 Q2	$720K	Sell	1,931 -23	-1%	-$9.31K	0.49%	71
2026 Q1	$723K	Sell	1,954 -170	-8%	-$71.1K	0.56%	65
2025 Q4	$1.03M	Buy	2,124 +11	+0.5%	+$5.51K	0.76%	34
2025 Q3	$1.09M	Buy	2,113 +1,435	+212%	+$732K	0.86%	31
2025 Q2	$337K	Sell	678 -1,551	-70%	-$674K	0.25%	43
2025 Q1	$837K	Buy	2,229 +368	+20%	+$150K	0.77%	44
2024 Q4	$699K	Buy	+1,861	New	+$793K	0.69%	47

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

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

Winnow Wealth's MSFT Position: Q3 2026 in Review

Winnow Wealth increased its Microsoft (MSFT) stake by 3.5% in Q3 2026, buying an estimated $31.4K and bringing the position to 1,999 shares worth $1.03M. The position accounts for 0.68% of the portfolio, ranked #41.

Winnow Wealth first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q3 2025. 1,601 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Winnow Wealth held 1,999 shares of Microsoft worth $1.03M as of Q3 2026.
Winnow Wealth bought 68 Microsoft shares in Q3 2026, an estimated $31.4K.
Microsoft made up 0.68% of Winnow Wealth's portfolio in Q3 2026, its #41 holding.
Winnow Wealth first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
Winnow Wealth's Microsoft position peaked at $1.09M in Q3 2025.
1,601 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.