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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
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

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

Park Square Financial Group's MSFT Position: Q2 2026 in Review

Park Square Financial Group reduced its Microsoft (MSFT) stake by 22% in Q2 2026, selling an estimated $5.66K and leaving 51 shares worth $19K. The position accounts for 0.17% of the portfolio, ranked #39.

Park Square Financial Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.34M in Q2 2025. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Park Square Financial Group held 51 shares of Microsoft worth $19K as of Q2 2026.
  • Park Square Financial Group sold 14 Microsoft shares in Q2 2026, an estimated $5.66K.
  • Microsoft made up 0.17% of Park Square Financial Group's portfolio in Q2 2026, its #39 holding.
  • Park Square Financial Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's Microsoft position peaked at $4.34M in Q2 2025.
  • 6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.