Paradigm Strategies in Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$255K Buy
684
+8
+1% +$3.24K 0.16% 55
2026
Q1
$250K Buy
+676
New +$283K 0.17% 47
2021
Q3
Sell
-353
Closed -$96K 159
2021
Q2
$96K Buy
353
+70
+25% +$17.8K 0.09% 77
2021
Q1
$67K Buy
+283
New +$65.7K 0.06% 84

Other funds holding MSFT

Paradigm Strategies in Wealth Management's MSFT Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management increased its Microsoft (MSFT) stake by 1.2% in Q2 2026, buying an estimated $3.24K and bringing the position to 684 shares worth $255K. The position accounts for 0.16% of the portfolio, ranked #55.

Paradigm Strategies in Wealth Management first reported a position in MSFT in Q1 2021 and has held it in 4 quarters since. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Paradigm Strategies in Wealth Management held 684 shares of Microsoft worth $255K as of Q2 2026.
  • Paradigm Strategies in Wealth Management bought 8 Microsoft shares in Q2 2026, an estimated $3.24K.
  • Microsoft made up 0.16% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Paradigm Strategies in Wealth Management first reported a position in Microsoft in Q1 2021 and has held it in 4 quarters since.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.