James T. Borello RIA
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James T. Borello RIA’s Microsoft MSFT Stock Holding History

James T. Borello RIA’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 		$1.97M Buy
3,834
+371
+11% +$172K 0.41% 37
2026
Q2 		$1.29M Buy
3,463
+71
+2% +$28.7K 0.28% 45
2026
Q1 		$1.26M Buy
3,392
+648
+24% +$271K 0.32% 41
2025
Q4 		$1.33M Buy
2,744
+535
+24% +$268K 0.34% 39
2025
Q3 		$1.14M Buy
2,209
+850
+63% +$434K 0.31% 41
2025
Q2 		$676K Sell
1,359
-95
-7% -$41.3K 0.2% 49
2025
Q1 		$546K Hold
1,454
– – 0.18% 52
2024
Q4 		$613K Sell
1,454
-30
-2% -$12.8K 0.23% 47
2024
Q3 		$639K Hold
1,484
– – 0.26% 44
2024
Q2 		$663K Hold
1,484
– – 0.29% 40
2024
Q1 		$624K Hold
1,484
– – 0.28% 38
2023
Q4 		$558K Buy
+1,484
New +$528K 0.46% 32

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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 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

James T. Borello RIA's MSFT Position: Q3 2026 in Review

James T. Borello RIA increased its Microsoft (MSFT) stake by 11% in Q3 2026, buying an estimated $172K and bringing the position to 3,834 shares worth $1.97M. The position accounts for 0.41% of the portfolio, ranked #37.

James T. Borello RIA first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 1,795 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • James T. Borello RIA held 3,834 shares of Microsoft worth $1.97M as of Q3 2026.
  • James T. Borello RIA bought 371 Microsoft shares in Q3 2026, an estimated $172K.
  • Microsoft made up 0.41% of James T. Borello RIA's portfolio in Q3 2026, its #37 holding.
  • James T. Borello RIA first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 1,795 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.