Cathy Pareto & Associates’s Microsoft MSFT Stock Holding History

Cathy Pareto & Associates’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 Q2	$2.07M	Buy	5,544 +40	+0.7%	+$16.2K	1.21%	22
2026 Q1	$2.04M	Buy	5,504 +141	+3%	+$59K	1.37%	22
2025 Q4	$2.59M	Hold	5,363	–	–	1.8%	18
2025 Q3	$2.78M	Buy	5,363 +66	+1%	+$33.7K	2.1%	16
2025 Q2	$2.63M	Sell	5,297 -202	-4%	-$87.7K	2.18%	16
2025 Q1	$2.06M	Buy	5,499 +1,984	+56%	+$809K	1.83%	17
2024 Q4	$1.48M	Buy	+3,515	New	+$1.5M	1.36%	21

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Cathy Pareto & Associates's MSFT Position: Q2 2026 in Review

Cathy Pareto & Associates increased its Microsoft (MSFT) stake by 0.73% in Q2 2026, buying an estimated $16.2K and bringing the position to 5,544 shares worth $2.07M. The position accounts for 1.21% of the portfolio, ranked #22.

Cathy Pareto & Associates first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.78M in Q3 2025. 1,457 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Cathy Pareto & Associates held 5,544 shares of Microsoft worth $2.07M as of Q2 2026.
Cathy Pareto & Associates bought 40 Microsoft shares in Q2 2026, an estimated $16.2K.
Microsoft made up 1.21% of Cathy Pareto & Associates's portfolio in Q2 2026, its #22 holding.
Cathy Pareto & Associates first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Cathy Pareto & Associates's Microsoft position peaked at $2.78M in Q3 2025.
1,457 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.