Parr McKnight Wealth Management Group’s Microsoft MSFT Stock Holding History

Parr McKnight Wealth Management 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	$28.9M	Buy	77,395 +7,940	+11%	+$3.21M	3.42%	3
2026 Q1	$25.7M	Buy	69,455 +3,569	+5%	+$1.49M	3.37%	3
2025 Q4	$31.9M	Sell	65,886 -375	-0.6%	-$188K	4.18%	3
2025 Q3	$34.3M	Sell	66,261 -638	-1%	-$325K	4.5%	2
2025 Q2	$33.3M	Sell	66,899 -5,964	-8%	-$2.59M	4.57%	2
2025 Q1	$27.4M	Sell	72,863 -1,784	-2%	-$727K	3.93%	3
2024 Q4	$31.5M	Buy	+74,647	New	+$31.8M	4.51%	4

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Parr McKnight Wealth Management Group's MSFT Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $3.21M and bringing the position to 77,395 shares worth $28.9M. The position accounts for 3.42% of the portfolio, ranked #3.

Parr McKnight Wealth Management Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.3M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Parr McKnight Wealth Management Group held 77,395 shares of Microsoft worth $28.9M as of Q2 2026.
Parr McKnight Wealth Management Group bought 7,940 Microsoft shares in Q2 2026, an estimated $3.21M.
Microsoft made up 3.42% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #3 holding.
Parr McKnight Wealth Management Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Parr McKnight Wealth Management Group's Microsoft position peaked at $34.3M in Q3 2025.
6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.