PFA
MSFT icon

Perryman Financial Advisory’s Microsoft MSFT Stock Holding History

Perryman Financial Advisory’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 		$19.9M Buy
53,233
+1,480
+3% +$599K 2.64% 6
2026
Q1 		$19.2M Buy
51,753
+344
+0.7% +$144K 2.87% 4
2025
Q4 		$24.9M Buy
+51,409
New +$25.8M 3.65% 3

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Perryman Financial Advisory's MSFT Position: Q2 2026 in Review

Perryman Financial Advisory increased its Microsoft (MSFT) stake by 2.9% in Q2 2026, buying an estimated $599K and bringing the position to 53,233 shares worth $19.9M. The position accounts for 2.64% of the portfolio, ranked #6.

Perryman Financial Advisory first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.9M in Q4 2025. 2,656 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Perryman Financial Advisory held 53,233 shares of Microsoft worth $19.9M as of Q2 2026.
  • Perryman Financial Advisory bought 1,480 Microsoft shares in Q2 2026, an estimated $599K.
  • Microsoft made up 2.64% of Perryman Financial Advisory's portfolio in Q2 2026, its #6 holding.
  • Perryman Financial Advisory first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Perryman Financial Advisory's Microsoft position peaked at $24.9M in Q4 2025.
  • 2,656 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.