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Petix & Botte Financial’s Microsoft MSFT Stock Holding History

Petix & Botte Financial’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 		$2.76M Buy
5,382
+126
+2% +$58.3K 0.55% 36
2026
Q2 		$1.96M Buy
5,256
+2,714
+107% +$1.1M 0.39% 43
2026
Q1 		$1.89M Sell
2,542
-2,438
-49% -$1.02M 0.42% 44
2025
Q4 		$2.41M Buy
4,980
+72
+1% +$36.1K 0.55% 36
2025
Q3 		$2.54M Buy
4,908
+100
+2% +$51K 0.59% 35
2025
Q2 		$2.39M Hold
4,808
– – 0.59% 36
2025
Q1 		$1.8M Sell
4,808
-60
-1% -$24.5K 0.48% 41
2024
Q4 		$2.05M Hold
4,868
– – 0.54% 37
2024
Q3 		$2.09M Hold
4,868
– – 0.56% 28
2024
Q2 		$2.18M Buy
4,868
+2,434
+100% +$1.03M 0.62% 28
2024
Q1 		$1.02M Sell
2,434
-2,434
-50% -$985K 0.25% 66
2023
Q4 		$1.83M Hold
4,868
– – 0.54% 28
2023
Q3 		$1.54M Hold
4,868
– – 0.48% 34
2023
Q2 		$1.66M Buy
4,868
+2,434
+100% +$763K 0.51% 32
2023
Q1 		$702K Buy
+2,434
New +$621K 0.47% 39
2022
Q3 		$554K Buy
2,380
+26
+1% +$6.86K 0.42% 41
2022
Q2 		$605K Sell
2,354
-2,354
-50% -$639K 0.45% 39
2022
Q1 		$1.45M Buy
4,708
+2,354
+100% +$708K 0.45% 37
2021
Q4 		$792K Sell
2,354
-2,274
-49% -$737K 0.5% 34
2021
Q3 		$1.3M Buy
4,628
+2,314
+100% +$673K 0.44% 39
2021
Q2 		$627K Sell
2,314
-42
-2% -$10.7K 0.44% 41
2021
Q1 		$555K Sell
2,356
-12
-0.5% -$2.78K 0.41% 43
2020
Q4 		$527K Buy
2,368
+60
+3% +$12.9K 0.39% 45
2020
Q3 		$487K Sell
2,308
-2,308
-50% -$485K 0.39% 45
2020
Q2 		$470K Buy
4,616
+2,308
+100% +$419K 0.39% 47
2020
Q1 		$364K Sell
2,308
-49
-2% -$8.06K 0.35% 50
2019
Q4 		$372K Buy
+2,357
New +$346K 0.29% 56

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Petix & Botte Financial's MSFT Position: Q3 2026 in Review

Petix & Botte Financial increased its Microsoft (MSFT) stake by 2.4% in Q3 2026, buying an estimated $58.3K and bringing the position to 5,382 shares worth $2.76M. The position accounts for 0.55% of the portfolio, ranked #36.

Petix & Botte Financial first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Petix & Botte Financial held 5,382 shares of Microsoft worth $2.76M as of Q3 2026.
  • Petix & Botte Financial bought 126 Microsoft shares in Q3 2026, an estimated $58.3K.
  • Microsoft made up 0.55% of Petix & Botte Financial's portfolio in Q3 2026, its #36 holding.
  • Petix & Botte Financial first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Petix & Botte Financial's 13F filing for Q3 2026, filed 10 Nov 2026.