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
2023 Q1	–	Sell	-4,695	Closed	-$1.13M	–	414
2022 Q4	$1.13M	Sell	4,695 -33	-0.7%	-$7.92K	0.96%	35
2022 Q3	$1.1M	Hold	4,728	–	–	1%	31
2022 Q2	$1.21M	Buy	+4,728	New	+$1.28M	1.04%	32
2022 Q1	–	Sell	-4,728	Closed	-$1.59M	–	428
2021 Q4	$1.59M	Buy	+4,728	New	+$1.53M	1.29%	24

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Paladin Advisory Group's MSFT Position: Q1 2026 in Review

Paladin Advisory Group held its Microsoft (MSFT) position steady in Q1 2026 at 3,719 shares worth $1.38M. The position accounts for 1.05% of the portfolio, ranked #28.

Paladin Advisory Group first reported a position in MSFT in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.93M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Paladin Advisory Group held 3,719 shares of Microsoft worth $1.38M as of Q1 2026.
Paladin Advisory Group left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 1.05% of Paladin Advisory Group's portfolio in Q1 2026, its #28 holding.
Paladin Advisory Group first reported a position in Microsoft in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's Microsoft position peaked at $1.93M in Q2 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.