Parkshore Wealth Management
MSFT icon

Parkshore Wealth Management’s Microsoft MSFT Stock Holding History

Parkshore Wealth Management’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 		$889K Hold
1,734
– – 0.23% 31
2026
Q2 		$647K Buy
1,734
+17
+1% +$6.88K 0.19% 38
2026
Q1 		$636K Buy
1,717
+73
+4% +$30.5K 0.21% 41
2025
Q4 		$795K Buy
1,644
+7
+0.4% +$3.51K 0.3% 35
2025
Q3 		$848K Sell
1,637
-209
-11% -$107K 0.35% 31
2025
Q2 		$918K Sell
1,846
-35
-2% -$15.2K 0.45% 31
2025
Q1 		$706K Sell
1,881
-39
-2% -$15.9K 0.41% 34
2024
Q4 		$809K Buy
+1,920
New +$818K 0.49% 34

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Parkshore Wealth Management's MSFT Position: Q3 2026 in Review

Parkshore Wealth Management held its Microsoft (MSFT) position steady in Q3 2026 at 1,734 shares worth $889K. The position accounts for 0.23% of the portfolio, ranked #31.

Parkshore Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $918K in Q2 2025. 3,868 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Parkshore Wealth Management held 1,734 shares of Microsoft worth $889K as of Q3 2026.
  • Parkshore Wealth Management left its Microsoft share count unchanged in Q3 2026.
  • Microsoft made up 0.23% of Parkshore Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Parkshore Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • Parkshore Wealth Management's Microsoft position peaked at $918K in Q2 2025.
  • 3,868 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.