Paladin Advisory Group’s Microsoft MSFT Stock Holding History

Paladin Advisory Group’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	$1.39M	Hold	3,719	–	–	0.92%	32
2026 Q1	$1.38M	Hold	3,719	–	–	1.05%	28
2025 Q4	$1.8M	Buy	3,719 +97	+3%	+$48.6K	1.31%	27
2025 Q3	$1.88M	Sell	3,622 -257	-7%	-$131K	1.46%	22
2025 Q2	$1.93M	Buy	3,879 +7	+0.2%	+$3.04K	1.47%	24
2025 Q1	$1.45M	Sell	3,872 -166	-4%	-$67.7K	1.16%	31
2024 Q4	$1.7M	Hold	4,038	–	–	1.3%	26
2024 Q3	$1.74M	Sell	4,038 -16	-0.4%	-$6.84K	1.28%	24
2024 Q2	$1.85M	Sell	4,054 -56	-1%	-$23.6K	1.44%	24
2024 Q1	$1.74M	Hold	4,110	–	–	1.38%	25
2023 Q4	$1.55M	Sell	4,110 -524	-11%	-$187K	1.28%	23
2023 Q3	$1.46M	Sell	4,634 -16	-0.3%	-$5.29K	1.23%	25
2023 Q2	$1.58M	Sell	4,650 -45	-1%	-$14.1K	1.27%	26
2023 Q1	$1.35M	Buy	+4,695	New	+$1.2M	1.13%	28
2022 Q2	–	Sell	-4,728	Closed	-$1.28M	–	431
2022 Q1	$1.46M	Buy	+4,728	New	+$1.42M	1.19%	27

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Paladin Advisory Group's MSFT Position: Q2 2026 in Review

Paladin Advisory Group held its Microsoft (MSFT) position steady in Q2 2026 at 3,719 shares worth $1.39M. The position accounts for 0.92% of the portfolio, ranked #32.

Paladin Advisory Group first reported a position in MSFT in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.93M in Q2 2025. 2,562 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Paladin Advisory Group held 3,719 shares of Microsoft worth $1.39M as of Q2 2026.
Paladin Advisory Group left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.92% of Paladin Advisory Group's portfolio in Q2 2026, its #32 holding.
Paladin Advisory Group first reported a position in Microsoft in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's Microsoft position peaked at $1.93M in Q2 2025.
2,562 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.