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 Q3	$1.91M	Hold	3,719	–	–	1.28%	28
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Paladin Advisory Group's MSFT Position: Q3 2026 in Review

Paladin Advisory Group held its Microsoft (MSFT) position steady in Q3 2026 at 3,719 shares worth $1.91M. The position accounts for 1.28% of the portfolio, ranked #28.

Paladin Advisory Group first reported a position in MSFT in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.93M in Q2 2025. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Paladin Advisory Group held 3,719 shares of Microsoft worth $1.91M as of Q3 2026.
Paladin Advisory Group left its Microsoft share count unchanged in Q3 2026.
Microsoft made up 1.28% of Paladin Advisory Group's portfolio in Q3 2026, its #28 holding.
Paladin Advisory Group first reported a position in Microsoft in Q1 2022 and has held it in 16 quarters since.
Paladin Advisory Group's Microsoft position peaked at $1.93M in Q2 2025.
4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.