Concurrent Investment Advisors
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Concurrent Investment Advisors’s Microsoft MSFT Stock Holding History

Concurrent Investment Advisors’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 		$386M Buy
752,616
+107,795
+17% +$49.9M 2.67% 4
2026
Q2 		$241M Buy
644,821
+63,828
+11% +$25.8M 2.05% 4
2026
Q1 		$215M Buy
580,993
+19,868
+4% +$8.31M 2.34% 3
2025
Q4 		$271M Buy
561,125
+132,673
+31% +$66.5M 3.09% 2
2025
Q3 		$222M Buy
428,452
+15,209
+4% +$7.76M 3.81% 1
2025
Q2 		$206M Buy
413,243
+191,914
+87% +$83.3M 3.97% 1
2025
Q1 		$83.1M Buy
221,329
+33,866
+18% +$13.8M 2.02% 5
2024
Q4 		$79M Buy
187,463
+7,548
+4% +$3.22M 2.13% 5
2024
Q3 		$77.4M Buy
179,915
+6,115
+4% +$2.61M 2.29% 4
2024
Q2 		$77.7M Buy
173,800
+41,877
+32% +$17.7M 2.55% 4
2024
Q1 		$55.5M Sell
131,923
-638
-0.5% -$258K 2.24% 4
2023
Q4 		$49.8M Buy
+132,561
New +$47.2M 2.35% 3

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Concurrent Investment Advisors's MSFT Position: Q3 2026 in Review

Concurrent Investment Advisors increased its Microsoft (MSFT) stake by 17% in Q3 2026, buying an estimated $49.9M and bringing the position to 752,616 shares worth $386M. The position accounts for 2.67% of the portfolio, ranked #4.

Concurrent Investment Advisors first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Concurrent Investment Advisors held 752,616 shares of Microsoft worth $386M as of Q3 2026.
  • Concurrent Investment Advisors bought 107,795 Microsoft shares in Q3 2026, an estimated $49.9M.
  • Microsoft made up 2.67% of Concurrent Investment Advisors's portfolio in Q3 2026, its #4 holding.
  • Concurrent Investment Advisors first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.