Physician Wealth Advisors
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Physician Wealth Advisors’s Microsoft MSFT Stock Holding History

Physician Wealth 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 		$8.39M Buy
16,356
+1,094
+7% +$506K 0.96% 22
2026
Q2 		$5.69M Sell
15,262
-584
-4% -$236K 0.68% 30
2026
Q1 		$5.87M Buy
15,846
+1,580
+11% +$661K 0.82% 27
2025
Q4 		$6.9M Sell
14,266
-3,597
-20% -$1.8M 0.96% 27
2025
Q3 		$9.25M Buy
17,863
+1,436
+9% +$733K 1.32% 22
2025
Q2 		$8.17M Buy
16,427
+178
+1% +$77.3K 1.28% 22
2025
Q1 		$6.1M Sell
16,249
-98
-0.6% -$40K 1.05% 24
2024
Q4 		$6.89M Buy
16,347
+467
+3% +$199K 1.16% 23
2024
Q3 		$6.65M Buy
15,880
+109
+0.7% +$46.6K 1.2% 23
2024
Q2 		$7.09M Buy
15,771
+84
+0.5% +$35.5K 1.31% 20
2024
Q1 		$6.5M Buy
15,687
+467
+3% +$189K 1.37% 19
2023
Q4 		$6.03M Buy
15,220
+1,393
+10% +$496K 1.35% 18
2023
Q3 		$4.56M Sell
13,827
-13
-0.1% -$4.3K 1.17% 22
2023
Q2 		$4.68M Buy
13,840
+13
+0.1% +$4.07K 1.16% 22
2023
Q1 		$3.99M Sell
13,827
-16
-0.1% -$4.08K 1.05% 26
2022
Q4 		$3.35M Sell
13,843
-333
-2% -$79.9K 0.9% 28
2022
Q3 		$3.53M Hold
14,176
– – 1.09% 24
2022
Q2 		$3.94M Buy
14,176
+42
+0.3% +$11.4K 1.14% 20
2022
Q1 		$4.1M Buy
14,134
+107
+0.8% +$32.2K 1.09% 22
2021
Q4 		$4.4M Buy
14,027
+39
+0.3% +$12.6K 1.16% 21
2021
Q3 		$4.26M Buy
13,988
+312
+2% +$90.8K 1.17% 23
2021
Q2 		$3.91M Buy
13,676
+26
+0.2% +$6.61K 1.12% 23
2021
Q1 		$3.4M Buy
13,650
+1
+0% +$232 1.11% 22
2020
Q4 		$3.33M Buy
13,649
+500
+4% +$108K 1.13% 22
2020
Q3 		$2.66M Sell
13,149
-469
-3% -$98.5K 1.07% 23
2020
Q2 		$2.84M Buy
13,618
+56
+0.4% +$10.2K 1.14% 21
2020
Q1 		$2.35M Buy
13,562
+134
+1% +$22K 1.18% 23
2019
Q4 		$2.19M Sell
13,428
-383
-3% -$56.3K 0.98% 24
2019
Q3 		$2.09M Buy
+13,811
New +$1.9M 1.02% 24

Other funds holding MSFT

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Physician Wealth Advisors's MSFT Position: Q3 2026 in Review

Physician Wealth Advisors increased its Microsoft (MSFT) stake by 7.2% in Q3 2026, buying an estimated $506K and bringing the position to 16,356 shares worth $8.39M. The position accounts for 0.96% of the portfolio, ranked #22.

Physician Wealth Advisors first reported a position in MSFT in Q3 2019 and has held it in 29 quarters since. The position peaked at $9.25M in Q3 2025. 4,328 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Physician Wealth Advisors held 16,356 shares of Microsoft worth $8.39M as of Q3 2026.
  • Physician Wealth Advisors bought 1,094 Microsoft shares in Q3 2026, an estimated $506K.
  • Microsoft made up 0.96% of Physician Wealth Advisors's portfolio in Q3 2026, its #22 holding.
  • Physician Wealth Advisors first reported a position in Microsoft in Q3 2019 and has held it in 29 quarters since.
  • Physician Wealth Advisors's Microsoft position peaked at $9.25M in Q3 2025.
  • 4,328 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.