Peterson Wealth Services
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Peterson Wealth Services’s Microsoft MSFT Stock Holding History

Peterson Wealth Services’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 		$10M Buy
19,490
+1,589
+9% +$735K 2.11% 13
2026
Q2 		$6.68M Buy
17,901
+617
+4% +$250K 1.46% 17
2026
Q1 		$6.4M Buy
17,284
+778
+5% +$326K 1.58% 17
2025
Q4 		$7.98M Buy
16,506
+15,261
+1,226% +$7.65M 2.04% 13
2025
Q3 		$8.61M Sell
1,245
-15,501
-93% -$7.91M 2.12% 13
2025
Q2 		$8.33M Buy
16,746
+271
+2% +$118K 2.28% 13
2025
Q1 		$6.18M Buy
16,475
+904
+6% +$369K 1.92% 14
2024
Q4 		$6.56M Sell
15,571
-165
-1% -$70.3K 1.97% 13
2024
Q3 		$6.77M Sell
15,736
-727
-4% -$311K 2.16% 12
2024
Q2 		$7.36M Buy
16,463
+268
+2% +$113K 2.57% 10
2024
Q1 		$6.81M Buy
16,195
+613
+4% +$248K 2.48% 10
2023
Q4 		$5.86M Buy
15,582
+2,899
+23% +$1.03M 2.51% 10
2023
Q3 		$4M Buy
12,683
+406
+3% +$134K 3% 8
2023
Q2 		$4.18M Buy
12,277
+5,912
+93% +$1.85M 2.01% 14
2023
Q1 		$1.84M Buy
6,365
+2,780
+78% +$709K 0.94% 41
2022
Q4 		$860K Sell
3,585
-1,025
-22% -$246K 0.49% 55
2022
Q3 		$1.07M Buy
4,610
+905
+24% +$239K 0.76% 40
2022
Q2 		$952K Sell
3,705
-4,146
-53% -$1.13M 0.69% 41
2022
Q1 		$2.42M Buy
7,851
+824
+12% +$248K 1.49% 27
2021
Q4 		$2.36M Buy
+7,027
New +$2.28M 1.57% 27

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Peterson Wealth Services's MSFT Position: Q3 2026 in Review

Peterson Wealth Services increased its Microsoft (MSFT) stake by 8.9% in Q3 2026, buying an estimated $735K and bringing the position to 19,490 shares worth $10M. The position accounts for 2.11% of the portfolio, ranked #13.

Peterson Wealth Services first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Peterson Wealth Services held 19,490 shares of Microsoft worth $10M as of Q3 2026.
  • Peterson Wealth Services bought 1,589 Microsoft shares in Q3 2026, an estimated $735K.
  • Microsoft made up 2.11% of Peterson Wealth Services's portfolio in Q3 2026, its #13 holding.
  • Peterson Wealth Services first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.