Guerra Pan Advisors
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Guerra Pan Advisors’s Microsoft MSFT Stock Holding History

Guerra Pan 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 		$4.66M Buy
8,735
+50
+0.6% +$23.1K 2.65% 12
2026
Q2 		$3.24M Sell
8,685
-829
-9% -$335K 1.81% 16
2026
Q1 		$3.52M Buy
9,514
+184
+2% +$77K 2.18% 14
2025
Q4 		$4.51M Sell
9,330
-22
-0.2% -$11K 2.68% 11
2025
Q3 		$4.84M Hold
9,352
– – 2.93% 10
2025
Q2 		$4.65M Buy
9,352
+682
+8% +$296K 3.07% 8
2025
Q1 		$3.25M Sell
8,670
-19
-0.2% -$7.75K 2.55% 12
2024
Q4 		$3.66M Buy
8,689
+579
+7% +$247K 2.65% 11
2024
Q3 		$3.49M Buy
8,110
+31
+0.4% +$13.3K 2.79% 9
2024
Q2 		$3.61M Buy
8,079
+141
+2% +$59.5K 3.02% 7
2024
Q1 		$3.34M Sell
7,938
-931
-10% -$377K 3.09% 7
2023
Q4 		$3.34M Buy
8,869
+200
+2% +$71.2K 3.18% 6
2023
Q3 		$2.74M Buy
8,669
+11
+0.1% +$3.64K 3.16% 6
2023
Q2 		$2.95M Buy
8,658
+62
+0.7% +$19.4K 3.27% 5
2023
Q1 		$2.48M Buy
8,596
+146
+2% +$37.2K 3.11% 5
2022
Q4 		$2.03M Hold
8,450
– – 2.77% 7
2022
Q3 		$1.98M Hold
8,450
– – 2.89% 6
2022
Q2 		$2.37M Hold
8,450
– – 2.94% 5
2022
Q1 		$2.39M Hold
8,450
– – 2.89% 6
2021
Q4 		$2.84M Buy
+8,450
New +$2.74M 2.82% 7

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Guerra Pan Advisors's MSFT Position: Q3 2026 in Review

Guerra Pan Advisors increased its Microsoft (MSFT) stake by 0.58% in Q3 2026, buying an estimated $23.1K and bringing the position to 8,735 shares worth $4.66M. The position accounts for 2.65% of the portfolio, ranked #12.

Guerra Pan Advisors first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.84M in Q3 2025. 2,795 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Guerra Pan Advisors held 8,735 shares of Microsoft worth $4.66M as of Q3 2026.
  • Guerra Pan Advisors bought 50 Microsoft shares in Q3 2026, an estimated $23.1K.
  • Microsoft made up 2.65% of Guerra Pan Advisors's portfolio in Q3 2026, its #12 holding.
  • Guerra Pan Advisors first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Guerra Pan Advisors's Microsoft position peaked at $4.84M in Q3 2025.
  • 2,795 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Guerra Pan Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.