Park Square Financial Group’s Microsoft MSFT Stock Holding History

Park Square Financial Group’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 Q3	$30.3K	Buy	59 +8	+16%	+$3.7K	0.34%	28
2026 Q2	$19K	Sell	51 -14	-22%	-$5.66K	0.17%	39
2026 Q1	$24.1K	Sell	65 -65	-50%	-$27.2K	0.18%	36
2025 Q4	$54.8K	Buy	130 +3	+2%	+$1.5K	0.33%	26
2025 Q3	$65.8K	Sell	127 -8,591	-99%	-$4.38M	0.28%	28
2025 Q2	$4.34M	Sell	8,718 -298	-3%	-$129K	3.14%	3
2025 Q1	$3.38M	Sell	9,016 -194	-2%	-$79.1K	2.69%	8
2024 Q4	$3.88M	Buy	+9,210	New	+$3.92M	2.68%	10

Other funds holding MSFT

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Park Square Financial Group's MSFT Position: Q3 2026 in Review

Park Square Financial Group increased its Microsoft (MSFT) stake by 16% in Q3 2026, buying an estimated $3.7K and bringing the position to 59 shares worth $30.3K. The position accounts for 0.34% of the portfolio, ranked #28.

Park Square Financial Group first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.34M in Q2 2025. 4,233 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Park Square Financial Group held 59 shares of Microsoft worth $30.3K as of Q3 2026.
Park Square Financial Group bought 8 Microsoft shares in Q3 2026, an estimated $3.7K.
Microsoft made up 0.34% of Park Square Financial Group's portfolio in Q3 2026, its #28 holding.
Park Square Financial Group first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
Park Square Financial Group's Microsoft position peaked at $4.34M in Q2 2025.
4,233 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Park Square Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.