Wiser Wealth Management’s Microsoft MSFT Stock Holding History

Wiser 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	$3.08M	Buy	6,009 +640	+12%	+$296K	0.56%	18
2026 Q2	$2M	Buy	5,369 +808	+18%	+$327K	0.38%	22
2026 Q1	$1.69M	Buy	4,561 +208	+5%	+$87K	0.36%	21
2025 Q4	$2.11M	Buy	4,353 +175	+4%	+$87.7K	0.47%	19
2025 Q3	$2.16M	Buy	4,178 +618	+17%	+$315K	0.49%	17
2025 Q2	$1.77M	Buy	3,560 +370	+12%	+$161K	0.44%	19
2025 Q1	$1.2M	Buy	3,190 +104	+3%	+$42.4K	0.34%	24
2024 Q4	$1.3M	Buy	3,086 +532	+21%	+$227K	0.37%	22
2024 Q3	$1.1M	Buy	2,554 +258	+11%	+$110K	0.32%	22
2024 Q2	$1.03M	Buy	2,296 +596	+35%	+$252K	0.32%	21
2024 Q1	$715K	Buy	1,700 +399	+31%	+$162K	0.23%	19
2023 Q4	$479K	Buy	+1,301	New	+$463K	0.17%	26
2023 Q3	–	Sell	-603	Closed	-$205K	–	37
2023 Q2	$205K	Buy	+603	New	+$189K	0.08%	35

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

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

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Wiser Wealth Management's MSFT Position: Q3 2026 in Review

Wiser Wealth Management increased its Microsoft (MSFT) stake by 12% in Q3 2026, buying an estimated $296K and bringing the position to 6,009 shares worth $3.08M. The position accounts for 0.56% of the portfolio, ranked #18.

Wiser Wealth Management first reported a position in MSFT in Q2 2023 and has held it in 13 quarters since. 1,376 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Wiser Wealth Management held 6,009 shares of Microsoft worth $3.08M as of Q3 2026.
Wiser Wealth Management bought 640 Microsoft shares in Q3 2026, an estimated $296K.
Microsoft made up 0.56% of Wiser Wealth Management's portfolio in Q3 2026, its #18 holding.
Wiser Wealth Management first reported a position in Microsoft in Q2 2023 and has held it in 13 quarters since.
1,376 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.