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PFW Advisors’s Microsoft MSFT Stock Holding History

PFW Advisors’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 		$5.12M Buy
9,991
+301
+3% +$139K 1.52% 15
2026
Q2 		$3.61M Buy
9,690
+1,054
+12% +$426K 1.05% 17
2026
Q1 		$3.2M Sell
8,636
-987
-10% -$413K 1.01% 18
2025
Q4 		$4.65M Buy
9,623
+676
+8% +$339K 1.41% 17
2025
Q3 		$4.63M Buy
8,947
+243
+3% +$124K 1.37% 18
2025
Q2 		$4.33M Sell
8,704
-1,136
-12% -$493K 1.33% 17
2025
Q1 		$3.69M Sell
9,840
-136
-1% -$55.4K 1.16% 18
2024
Q4 		$4.2M Buy
+9,976
New +$4.25M 1.29% 17
2024
Q2 		$4.47M Sell
10,007
-1,048
-9% -$443K 1.42% 17
2024
Q1 		$4.65M Buy
11,055
+240
+2% +$97.2K 1.42% 16
2023
Q4 		$4.07M Buy
10,815
+503
+5% +$179K 1.3% 17
2023
Q3 		$3.26M Buy
10,312
+100
+1% +$33K 1.15% 17
2023
Q2 		$3.28M Buy
+10,212
New +$3.2M 1.09% 17
2019
Q3 		$4.23M Buy
+9,834
New +$1.35M 1.28% 17

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

PFW Advisors's MSFT Position: Q3 2026 in Review

PFW Advisors increased its Microsoft (MSFT) stake by 3.1% in Q3 2026, buying an estimated $139K and bringing the position to 9,991 shares worth $5.12M. The position accounts for 1.52% of the portfolio, ranked #15.

PFW Advisors first reported a position in MSFT in Q3 2019 and has held it in 14 quarters since. 1,378 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • PFW Advisors held 9,991 shares of Microsoft worth $5.12M as of Q3 2026.
  • PFW Advisors bought 301 Microsoft shares in Q3 2026, an estimated $139K.
  • Microsoft made up 1.52% of PFW Advisors's portfolio in Q3 2026, its #15 holding.
  • PFW Advisors first reported a position in Microsoft in Q3 2019 and has held it in 14 quarters since.
  • 1,378 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.