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Palo Alto Wealth Advisors’s Microsoft MSFT Stock Holding History

Palo Alto Wealth Advisors’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
2025
Q3 		$8.3M Buy
16,310
+232
+1% +$118K 2.42% 9
2025
Q2 		$8M Buy
16,078
+106
+0.7% +$46K 3.03% 8
2025
Q1 		$7.17M Buy
15,972
+122
+0.8% +$49.7K 2.8% 10
2024
Q4 		$6.68M Sell
15,850
-1,897
-11% -$808K 2.34% 11
2024
Q3 		$7.43M Sell
17,747
-4,703
-21% -$2.01M 3.08% 9
2024
Q2 		$10M Sell
22,450
-237
-1% -$100K 6.94% 5
2024
Q1 		$9.54M Sell
22,687
-5,636
-20% -$2.28M 6.73% 5
2023
Q4 		$10.7M Buy
28,323
+82
+0.3% +$29.2K 8.05% 4
2023
Q3 		$8.92M Buy
28,241
+91
+0.3% +$30.1K 7.44% 5
2023
Q2 		$9.59M Sell
28,150
-317
-1% -$99.3K 7.65% 5
2023
Q1 		$8.21M Sell
28,467
-365
-1% -$93.1K 6.57% 5
2022
Q4 		$6.91M Buy
+28,832
New +$6.92M 5.89% 6

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Palo Alto Wealth Advisors's MSFT Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its Microsoft (MSFT) stake by 1.4% in Q3 2025, buying an estimated $118K and bringing the position to 16,310 shares worth $8.3M. The position accounts for 2.42% of the portfolio, ranked #9.

Palo Alto Wealth Advisors first reported a position in MSFT in Q4 2022 and has held it in 12 quarters since. The position peaked at $10.7M in Q4 2023. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Palo Alto Wealth Advisors held 16,310 shares of Microsoft worth $8.3M as of Q3 2025.
  • Palo Alto Wealth Advisors bought 232 Microsoft shares in Q3 2025, an estimated $118K.
  • Microsoft made up 2.42% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #9 holding.
  • Palo Alto Wealth Advisors first reported a position in Microsoft in Q4 2022 and has held it in 12 quarters since.
  • Palo Alto Wealth Advisors's Microsoft position peaked at $10.7M in Q4 2023.
  • 5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.