PIA
MSFT icon

Panoramic Investment Advisors’s Microsoft MSFT Stock Holding History

Panoramic Investment 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
2026
Q2 		$1.34M Sell
3,599
-200
-5% -$80.9K 0.64% 41
2026
Q1 		$1.41M Buy
3,799
+623
+20% +$261K 0.76% 41
2025
Q4 		$1.54M Sell
3,176
-250
-7% -$125K 0.83% 37
2025
Q3 		$1.77M Sell
3,426
-190
-5% -$96.9K 1% 34
2025
Q2 		$1.8M Sell
3,616
-483
-12% -$210K 1.1% 31
2025
Q1 		$1.54M Buy
4,099
+260
+7% +$106K 1.04% 32
2024
Q4 		$1.62M Buy
3,839
+451
+13% +$192K 1.05% 31
2024
Q3 		$1.46M Buy
+3,388
New +$1.45M 1.01% 34
2024
Q1 		$1.47M Sell
3,490
-172
-5% -$69.6K 1.08% 29
2023
Q4 		$1.38M Buy
3,662
+297
+9% +$106K 1.19% 28
2023
Q3 		$1.06M Buy
+3,365
New +$1.11M 0.98% 33
2022
Q4 		$937K Buy
+3,908
New +$938K 0.96% 33

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Panoramic Investment Advisors's MSFT Position: Q2 2026 in Review

Panoramic Investment Advisors reduced its Microsoft (MSFT) stake by 5.3% in Q2 2026, selling an estimated $80.9K and leaving 3,599 shares worth $1.34M. The position accounts for 0.64% of the portfolio, ranked #41.

Panoramic Investment Advisors first reported a position in MSFT in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.8M in Q2 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Panoramic Investment Advisors held 3,599 shares of Microsoft worth $1.34M as of Q2 2026.
  • Panoramic Investment Advisors sold 200 Microsoft shares in Q2 2026, an estimated $80.9K.
  • Microsoft made up 0.64% of Panoramic Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • Panoramic Investment Advisors first reported a position in Microsoft in Q4 2022 and has held it in 12 quarters since.
  • Panoramic Investment Advisors's Microsoft position peaked at $1.8M in Q2 2025.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.