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Pioneer Wealth Management Group’s Microsoft MSFT Stock Holding History

Pioneer Wealth Management Group’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 		$548K Buy
1,068
+138
+15% +$63.8K 0.13% 35
2026
Q2 		$347K Buy
930
+51
+6% +$20.6K 0.08% 47
2026
Q1 		$325K Buy
879
+99
+13% +$41.4K 0.09% 43
2025
Q4 		$377K Hold
780
– – 0.11% 45
2025
Q3 		$404K Buy
780
+283
+57% +$144K 0.13% 39
2025
Q2 		$247K Buy
+497
New +$216K 0.09% 44

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Pioneer Wealth Management Group's MSFT Position: Q3 2026 in Review

Pioneer Wealth Management Group increased its Microsoft (MSFT) stake by 15% in Q3 2026, buying an estimated $63.8K and bringing the position to 1,068 shares worth $548K. The position accounts for 0.13% of the portfolio, ranked #35.

Pioneer Wealth Management Group first reported a position in MSFT in Q2 2025 and has held it in 6 quarters since. 604 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Pioneer Wealth Management Group held 1,068 shares of Microsoft worth $548K as of Q3 2026.
  • Pioneer Wealth Management Group bought 138 Microsoft shares in Q3 2026, an estimated $63.8K.
  • Microsoft made up 0.13% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #35 holding.
  • Pioneer Wealth Management Group first reported a position in Microsoft in Q2 2025 and has held it in 6 quarters since.
  • 604 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.