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Yoder Wealth Management’s Microsoft MSFT Stock Holding History

Yoder 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 		$2.51M Buy
4,903
+93
+2% +$43K 0.95% 32
2026
Q2 		$1.79M Buy
4,810
+237
+5% +$95.9K 0.7% 40
2026
Q1 		$1.69M Buy
4,573
+233
+5% +$97.5K 0.77% 40
2025
Q4 		$2.1M Buy
4,340
+256
+6% +$128K 0.96% 35
2025
Q3 		$2.12M Buy
4,084
+278
+7% +$142K 1% 31
2025
Q2 		$1.89M Buy
3,806
+455
+14% +$198K 0.99% 34
2025
Q1 		$1.26M Sell
3,351
-27
-0.8% -$11K 0.71% 40
2024
Q4 		$1.42M Buy
3,378
+517
+18% +$220K 0.79% 39
2024
Q3 		$1.23M Buy
2,861
+302
+12% +$129K 0.74% 36
2024
Q2 		$1.14M Buy
2,559
+23
+0.9% +$9.7K 0.74% 37
2024
Q1 		$1.07M Sell
2,536
-146
-5% -$59.1K 0.7% 39
2023
Q4 		$1.01M Buy
2,682
+73
+3% +$26K 0.71% 35
2023
Q3 		$824K Sell
2,609
-727
-22% -$240K 0.68% 36
2023
Q2 		$1.14M Buy
3,336
+89
+3% +$27.9K 0.89% 30
2023
Q1 		$936K Buy
+3,247
New +$828K 0.78% 32

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

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

Yoder Wealth Management increased its Microsoft (MSFT) stake by 1.9% in Q3 2026, buying an estimated $43K and bringing the position to 4,903 shares worth $2.51M. The position accounts for 0.95% of the portfolio, ranked #32.

Yoder Wealth Management first reported a position in MSFT in Q1 2023 and has held it in 15 quarters since. 1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Yoder Wealth Management held 4,903 shares of Microsoft worth $2.51M as of Q3 2026.
  • Yoder Wealth Management bought 93 Microsoft shares in Q3 2026, an estimated $43K.
  • Microsoft made up 0.95% of Yoder Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Yoder Wealth Management first reported a position in Microsoft in Q1 2023 and has held it in 15 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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