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Mitchell & Pahl Private Wealth’s Microsoft MSFT Stock Holding History

Mitchell & Pahl Private Wealth’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 		$5.51M Buy
14,770
+132
+0.9% +$53.4K 2.02% 4
2026
Q1 		$5.42M Sell
14,638
-432
-3% -$181K 2.2% 3
2025
Q4 		$7.29M Sell
15,070
-427
-3% -$214K 3.03% 3
2025
Q3 		$8.03M Sell
15,497
-222
-1% -$113K 3.37% 1
2025
Q2 		$7.82M Buy
15,719
+90
+0.6% +$39.1K 3.45% 1
2025
Q1 		$5.87M Sell
15,629
-16
-0.1% -$6.52K 2.74% 2
2024
Q4 		$6.59M Sell
15,645
-155
-1% -$66K 3.08% 2
2024
Q3 		$6.8M Buy
15,800
+1,250
+9% +$534K 3.17% 2
2024
Q2 		$6.5M Sell
14,550
-229
-2% -$96.7K 3.43% 1
2024
Q1 		$6.22M Sell
14,779
-194
-1% -$78.5K 3.27% 1
2023
Q4 		$5.63M Sell
14,973
-856
-5% -$305K 3.2% 2
2023
Q3 		$5M Buy
15,829
+3
+0% +$991 2.97% 2
2023
Q2 		$5.39M Sell
15,826
-149
-0.9% -$46.7K 3.25% 2
2023
Q1 		$4.61M Sell
15,975
-7
-0% -$1.79K 2.88% 2
2022
Q4 		$3.83M Sell
15,982
-60
-0.4% -$14.4K 2.52% 3
2022
Q3 		$3.74M Sell
16,042
-196
-1% -$51.8K 2.76% 3
2022
Q2 		$4.17M Buy
16,238
+47
+0.3% +$12.8K 2.9% 3
2022
Q1 		$4.99M Sell
16,191
-113
-0.7% -$34K 3.18% 2
2021
Q4 		$5.48M Sell
16,304
-135
-0.8% -$43.8K 3.51% 2
2021
Q3 		$4.63M Sell
16,439
-26
-0.2% -$7.57K 3.34% 2
2021
Q2 		$4.46M Buy
16,465
+28
+0.2% +$7.12K 3.19% 2
2021
Q1 		$3.88M Sell
16,437
-102
-0.6% -$23.7K 3% 3
2020
Q4 		$3.68M Buy
+16,539
New +$3.56M 3.09% 3

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
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
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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Mitchell & Pahl Private Wealth's MSFT Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Microsoft (MSFT) stake by 0.9% in Q2 2026, buying an estimated $53.4K and bringing the position to 14,770 shares worth $5.51M. The position accounts for 2.02% of the portfolio, ranked #4.

Mitchell & Pahl Private Wealth first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.03M in Q3 2025. 1,199 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 14,770 shares of Microsoft worth $5.51M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 132 Microsoft shares in Q2 2026, an estimated $53.4K.
  • Microsoft made up 2.02% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #4 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Microsoft position peaked at $8.03M in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.