Paragon Capital Management (Utah)’s Microsoft MSFT Stock Holding History

Paragon Capital Management (Utah)’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	$336K	Buy	+900	New	+$364K	0.25%	65

Other funds holding MSFT

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Paragon Capital Management (Utah)'s MSFT Position: Q2 2026 in Review

Paragon Capital Management (Utah) opened a new position in Microsoft (MSFT) in Q2 2026: 2,807 shares worth $1.05M. The stake represents 0.78% of the portfolio and ranks #51 among its holdings.

3,856 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Paragon Capital Management (Utah) held 2,807 shares of Microsoft worth $1.05M as of Q2 2026.
Microsoft was a new Paragon Capital Management (Utah) position in Q2 2026.
Microsoft made up 0.78% of Paragon Capital Management (Utah)'s portfolio in Q2 2026, its #51 holding.
3,856 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Paragon Capital Management (Utah)'s 13F filing for Q2 2026, filed 22 Jul 2026.