Planned Solutions
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Planned Solutions’s Microsoft MSFT Stock Holding History

Planned Solutions’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 		$2.95M Buy
5,758
+106
+2% +$49K 0.81% 23
2026
Q2 		$2.11M Buy
5,652
+299
+6% +$121K 0.6% 25
2026
Q1 		$1.98M Sell
5,353
-285
-5% -$119K 0.65% 25
2025
Q4 		$2.73M Sell
5,638
-42
-0.7% -$21K 0.87% 22
2025
Q3 		$2.94M Buy
5,680
+705
+14% +$360K 1.01% 21
2025
Q2 		$2.47M Buy
4,975
+172
+4% +$74.7K 0.94% 21
2025
Q1 		$1.8M Buy
4,803
+358
+8% +$146K 0.73% 24
2024
Q4 		$1.87M Buy
4,445
+2
+0% +$852 0.76% 22
2024
Q3 		$1.91M Buy
4,443
+1,012
+29% +$433K 0.77% 20
2024
Q2 		$1.53M Sell
3,431
-512
-13% -$216K 0.74% 20
2024
Q1 		$1.66M Buy
3,943
+37
+0.9% +$15K 0.81% 19
2023
Q4 		$1.47M Buy
3,906
+78
+2% +$27.8K 0.69% 19
2023
Q3 		$1.21M Buy
3,828
+122
+3% +$40.3K 0.73% 20
2023
Q2 		$1.26M Hold
3,706
– – 0.75% 20
2023
Q1 		$1.07M Buy
3,706
+53
+1% +$13.5K 0.68% 22
2022
Q4 		$876K Sell
3,653
-53
-1% -$12.7K 0.64% 24
2022
Q3 		$863K Hold
3,706
– – 0.72% 23
2022
Q2 		$952K Buy
3,706
+128
+4% +$34.7K 0.89% 20
2022
Q1 		$1.1M Buy
3,578
+52
+1% +$15.6K 0.77% 20
2021
Q4 		$1.19M Buy
+3,526
New +$1.14M 0.79% 18
2021
Q2 		$951K Hold
3,512
– – 0.66% 19
2021
Q1 		$828K Buy
3,512
+1,161
+49% +$269K 0.65% 19
2020
Q4 		$523K Buy
2,351
+200
+9% +$43K 0.42% 24
2020
Q3 		$452K Buy
+2,151
New +$452K 0.44% 24

Other funds holding MSFT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Planned Solutions's MSFT Position: Q3 2026 in Review

Planned Solutions increased its Microsoft (MSFT) stake by 1.9% in Q3 2026, buying an estimated $49K and bringing the position to 5,758 shares worth $2.95M. The position accounts for 0.81% of the portfolio, ranked #23.

Planned Solutions first reported a position in MSFT in Q3 2020 and has held it in 24 quarters since. 3,367 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Planned Solutions held 5,758 shares of Microsoft worth $2.95M as of Q3 2026.
  • Planned Solutions bought 106 Microsoft shares in Q3 2026, an estimated $49K.
  • Microsoft made up 0.81% of Planned Solutions's portfolio in Q3 2026, its #23 holding.
  • Planned Solutions first reported a position in Microsoft in Q3 2020 and has held it in 24 quarters since.
  • 3,367 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.