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Paladin Wealth’s Microsoft MSFT Stock Holding History

Paladin 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 		$2.59M Sell
6,931
-367
-5% -$148K 1.5% 17
2026
Q1 		$2.7M Buy
7,298
+31
+0.4% +$13K 1.86% 11
2025
Q4 		$3.51M Sell
7,267
-410
-5% -$205K 2.4% 8
2025
Q3 		$3.98M Sell
7,677
-199
-3% -$102K 2.88% 4
2025
Q2 		$3.92M Sell
7,876
-15
-0.2% -$6.51K 3.05% 2
2025
Q1 		$2.96M Buy
7,891
+685
+10% +$279K 2.66% 5
2024
Q4 		$3.04M Buy
7,206
+982
+16% +$418K 2.62% 7
2024
Q3 		$2.68M Buy
+6,224
New +$2.66M 2.34% 8

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

Paladin Wealth's MSFT Position: Q2 2026 in Review

Paladin Wealth reduced its Microsoft (MSFT) stake by 5% in Q2 2026, selling an estimated $148K and leaving 6,931 shares worth $2.59M. The position accounts for 1.5% of the portfolio, ranked #17.

Paladin Wealth first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.98M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Paladin Wealth held 6,931 shares of Microsoft worth $2.59M as of Q2 2026.
  • Paladin Wealth sold 367 Microsoft shares in Q2 2026, an estimated $148K.
  • Microsoft made up 1.5% of Paladin Wealth's portfolio in Q2 2026, its #17 holding.
  • Paladin Wealth first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
  • Paladin Wealth's Microsoft position peaked at $3.98M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.