Yardley Wealth Management’s Microsoft MSFT Stock Holding History

Yardley 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	$1.07M	Buy	2,085 +1,418	+213%	+$656K	0.47%	22
2026 Q2	$249K	Buy	667 +1	+0.2%	+$405	0.11%	36
2026 Q1	$247K	Hold	666	–	–	0.13%	35
2025 Q4	$322K	Sell	666 -125	-16%	-$62.6K	0.17%	31
2025 Q3	$410K	Sell	791 -50	-6%	-$25.5K	0.23%	29
2025 Q2	$418K	Sell	841 -39	-4%	-$16.9K	0.23%	30
2025 Q1	$330K	Sell	880 -2,094	-70%	-$854K	0.19%	34
2024 Q4	$1.26M	Buy	2,974 +2,094	+238%	+$892K	0.61%	23
2024 Q3	$379K	Buy	+880	New	+$376K	0.22%	32

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

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

Yardley Wealth Management increased its Microsoft (MSFT) stake by 213% in Q3 2026, buying an estimated $656K and bringing the position to 2,085 shares worth $1.07M. The position accounts for 0.47% of the portfolio, ranked #22.

Yardley Wealth Management first reported a position in MSFT in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.26M in Q4 2024. 2,147 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Yardley Wealth Management held 2,085 shares of Microsoft worth $1.07M as of Q3 2026.
Yardley Wealth Management bought 1,418 Microsoft shares in Q3 2026, an estimated $656K.
Microsoft made up 0.47% of Yardley Wealth Management's portfolio in Q3 2026, its #22 holding.
Yardley Wealth Management first reported a position in Microsoft in Q3 2024 and has held it in 9 quarters since.
Yardley Wealth Management's Microsoft position peaked at $1.26M in Q4 2024.
2,147 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Yardley Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.