World Equity Group
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World Equity Group’s Microsoft MSFT Stock Holding History

World Equity Group’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 		$11.3M Sell
22,048
-8,977
-29% -$4.15M 4.67% 3
2026
Q2 		$11.6M Buy
31,025
+20
+0.1% +$8.09K 2.59% 5
2026
Q1 		$11.5M Buy
31,005
+1,782
+6% +$746K 2.97% 3
2025
Q4 		$14.1M Sell
29,223
-6,116
-17% -$3.06M 3.94% 3
2025
Q3 		$18.3M Buy
35,339
+5,976
+20% +$3.05M 4.15% 3
2025
Q2 		$14.6M Sell
29,363
-8,739
-23% -$3.8M 3.98% 3
2025
Q1 		$15.2M Sell
38,102
-23,492
-38% -$9.6M 4.33% 3
2024
Q4 		$26M Buy
61,594
+30,253
+97% +$12.9M 5.57% 1
2024
Q3 		$13.5M Sell
31,341
-7,835
-20% -$3.35M 4.87% 2
2024
Q2 		$17.5M Sell
39,176
-38,938
-50% -$16.4M 5.23% 2
2024
Q1 		$32.9M Sell
78,114
-13,712
-15% -$5.55M 6.75% 1
2023
Q4 		$34.5M Sell
91,826
-930
-1% -$331K 6.93% 2
2023
Q3 		$29.3M Buy
92,756
+46,163
+99% +$15.3M 6.09% 2
2023
Q2 		$15.9M Buy
46,593
+30,066
+182% +$9.42M 4.67% 2
2023
Q1 		$4.76M Sell
16,527
-30,494
-65% -$7.78M 0.71% 26
2022
Q4 		$11.3M Sell
47,021
-34
-0.1% -$8.16K 2.68% 3
2022
Q3 		$11M Buy
47,055
+2,004
+4% +$529K 2.77% 3
2022
Q2 		$11.6M Buy
45,051
+396
+0.9% +$107K 2.91% 3
2022
Q1 		$13.8M Buy
+44,655
New +$13.4M 2.97% 3

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

World Equity Group's MSFT Position: Q3 2026 in Review

World Equity Group reduced its Microsoft (MSFT) stake by 29% in Q3 2026, selling an estimated $4.15M and leaving 22,048 shares worth $11.3M. The position accounts for 4.67% of the portfolio, ranked #3.

World Equity Group first reported a position in MSFT in Q1 2022 and has held it in 19 quarters since. The position peaked at $34.5M in Q4 2023. 1,673 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • World Equity Group held 22,048 shares of Microsoft worth $11.3M as of Q3 2026.
  • World Equity Group sold 8,977 Microsoft shares in Q3 2026, an estimated $4.15M.
  • Microsoft made up 4.67% of World Equity Group's portfolio in Q3 2026, its #3 holding.
  • World Equity Group first reported a position in Microsoft in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's Microsoft position peaked at $34.5M in Q4 2023.
  • 1,673 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.